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Anthony Penree

Financial Advisor

 

ABC Company

45 Prospect Ave, Albany, NY 12206

 

Phone:  518-870-1081

 

Email: apenree@ltmclientmarketing.com

Website: ltmclientmarketing.com

January/February 2020

2020 To Do List

2020 To Do List

New Year, new leaf? If you’re serious about taking charge of your financial life this year, consider these steps:


  1. Go through your budget with a fine-toothed comb to find dollars you can save, and then put them toward your most important goals.

  2. If you don’t already maintain one, create an emergency fund for life’s unexpected financial shocks.

  3. Review your insurance policies to make sure you have appropriate coverage for a reasonable premium.

  4. Pay estimated taxes on untaxed gig income, realized investment gains and other income to save on penalties and interest.

  5. Keep your vehicle after you make the last payment and put the extra money toward retirement, a child’s college education or other long-term goals.

  6. Increase your retirement plan contributions — your retired self will appreciate it.


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ABC Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative. * Securities offered through ABC Company, Member SIPC, 45 Prospect Ave, Albany, NY 12206.

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