10 Resolutions to Make 2012 Even Better than 2011

Updated 12 months ago

Here are 10 resolutions to make 2012 even better than 2011.Get Your Credit Reports- Check all three reports at once from- www.ANNUALCREDIT REPORT.com or call 1.877.322.8228 or contact the separate agencies: Equifax, Experian and TransUnion.Check Beneficiaries and Update records- is your ex still listed as your beneficiary? Show the family where you keep the important papers. Check passwords and all bank, legal papers & investment accounts to ensure proper title and timeliness.Check your investments + Up your contributions – If you haven’t had a review with your advisor, at least review your investments. And then consider getting another advisor. If possible make a larger annual contribution for 2012. Make sure you are on the path to your retirement goal, as far as it lies with you.Tweak your budget – you DO have a budget…? Tell me you have a budget! Make sure things are as you planned and adjust accordingly for 2012 and expected goals and dreams. Learn from your mistakes- We are none of us perfect or doing all life as we hope to do. So where can you improve? What things need to be changed or adjusted. Take the time to MAKE the CHANGES.Talk about the family’s priorities with your peeps – Listen and discuss where you and the family hope to be as you plan 2012. You can’t control the future and these plans will change, but the New Year is an opportunity to refocus and fine-tune your financial life for an even more beautiful 2012.Happy New Year!Citations:http://www.mass.gov/ocabr/docs/advisories/time-to-review-your-credit-report.pdfMarion R. Syversen, MBA – PresidentNorumbegaFinancial207.862.2952Marion@NorumbegaFinancial.com Check out our website that includes weekly streaming videosWWW.NorumbegaFinancial.com Vote Norumbega Financial for Bangor’s Best Financial Planning Firm at Market Surveys of America In compliance with requirements from FINRA, all e-mail sent via the WSFG domain will be subject to review and archiving by Wall Street Financial Group, Inc. Email management, archiving & monitoring technology powered by Smarsh, Inc. Disclosure:Only securities and advisory services offered through Wall Street Financial Group, Inc. Registered Investment Advisor. Member FINRA/SIPC. Wall Street Financial Group, Inc. and Norumbega Financial and all other companies listed herein are separate entities, independently owned and operated.


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