Monmouth County's Ask the Doctor November/December 2019

Now Is The Time To Improve Your Financial Health

To find investing-life balance, work with a professional You know what you want retirement to look like, and leaving a comfortable legacy for your loved ones is a priority. But free time feels a lot less free when you spend more time than you’d like managing your investments. Working with a professional portfolio manager can help you find the right balance between living life and investing for the future. Call for a complimentary portfolio consultation.

Making resolutions to improve your financial situation is a good thing to do at any time of year. Regardless of when you begin, it is extremely important. Your financial control and your fi- nancial goals are a large con- tributor to your health. Make these financial wellness tips a prime focus for yourself in 2020!

F I N A N C I A L H E A LT H

1. Spend less than you earn. 2. Plan and stick to a budget. 3. Pay off any credit card debt. 4. Set goals and analyze your savings plans. 5. Research and choose new Investment options. 6. Review all your insurance coverage (health, home, disability, life)

Ricardo Rivers, MBA Associate Vice President – Investments

989 Lenox Drive, Suite 200 Lawrenceville, NJ 08648 Direct: (609) 896-4623

ricardo.g.rivers@wellsfargoadvisors.com fa.wellsfargoadvisors.com/ricardo-rivers

7. Review and update your will. 8. Define your retirement goals.

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ASK THE DOCTOR

NOVEMBER/DECEMBER 2019