7
Simple Things
You Can Do
to Get 2017
Off to a Solid
Financial Start
1. Meet with your fi nancial advisor to
help you set the right fi nancial goals.
It is important to take an assessment of where
you stand in terms of your overall fi nancial
and retirement savings, and retirement income
goals each year. Work with your advisor to
update your budget, savings and spending
needs for the year.
2. Sanity check your investments.
By Daniel T. Newquist,
CFP®, AIF®
Daniel T. Newquist, CFP®,
AIF® is a Principal Wealth
Advisor with RNP Advisory
Services, Inc., in Morgan Hill
with over 19 years experi-
ence advising clients on their
personal wealth, retirement
planning, insurance, and
business planning needs.
Investment advisory services
offered through RNP Advisory
Services, Inc. – a registered
investment advisor. Securities
offered through Securities
America, Inc., member
FINRA/SIPC. RNP Advisory
Services and Securities
America are separate entities.
The Investment Fiduciary
standard of care applies to
adversary services only.
Website: RNPadvisory.com
Phonel: 408-779-0699.
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Starting a family? Getting older? Make sure
your investments refl ect your current lifestyle
and goals. Review your a