Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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With 2015 well underway, it's time to think about what you would like to accomplish in the year ahead. Planning for the future can be a daunting task, and that plan may lead you down more than one path. Whatever your goals are, start getting your financial ducks in a row right now. Do you have an in-depth understanding of investing? There are a myriad of options available to us as investors. But, how do you know which ones are best for your goals? Should you be invested in stocks, bonds, alter- native investments or all of the above? Has your financial situation changed? Starting a new job or approaching retirement? Ask yourself the following questions: Am I doing all I can to e‡ectively manage my income tax situation? Does my current level of life insurance meet my needs? (too much or not enough!) When did I last review my estate planning documents? Are you unsure of your financial goals? Come up with a short, intermediate and long-term plan for your money. For example, do you plan to buy a new car in the next couple of years? Are your kids on the verge of going to college? How long do you plan to work, and are you saving enough to give yourself the retirement lifestyle you want? How can a Wealth Advisor help you? A wealth advisor, like Cabot, o‡ers a broad array of services and expertise tailored to your needs. Wealth advisors help make your insurance, estate planning, real estate and other non-investment-related pieces of the puzzle fit together with your investments. In short, a wealth advisor should be your trusted expert for all aspects of your financial life. Remember that financial planning is not a one-time commitment. Your goals, fam- ily size, financial standing and career may change over the years. Having regular meetings with your advisor ensures your strategy is updated to best align with what your want for the future. Choose an advisor that listens to your needs and provides feedback that is well thought out and fits with your goals. Don't be shy asking for advice when it comes to managing your finances. Contact us to speak with a senior wealth advisor, or visit www.ecabot.com to find out which questions are helpful when interviewing any potential advisor. 216 Essex Street, Salem, MA 01970 (978) 745-9233 (800) 888-MGMT info@eCabot.com www.eCabot.com Cabot Wealth Management is an SEC registered Investment Advisor. Any specific reference to investments in this piece is for informa onal purposes only and should not be taken as advice. Trying to get your ducks in a row?