3 Actions to Take for a Great Start to 2017

Check out your credit.  Go to annualcreditreport.com and access one of the 3 credit reports available to you free once each year. Create the habit of pulling each of the three credit reports once a year (a different one every 4 months) to monitor and protect your credit.

Review your beneficiary designations.  Take 10 minutes to make sure the designations on each of your life insurance policies and retirement plans reflect your current intentions.

Set your savings goal for 2017.  Write them down.  There’s something powerful about writing down a goal.  Post it where you’ll see it often!  If you are now at least (or will turn) 50 in 2017, consider making catch-up contributions to your retirement plans and/or IRA.

Happy New Year!