gmhTODAY 12 gmhToday Jan Feb 2017 - Page 92

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. 92 Starting a family? Getting older? Make sure your investments refl ect your current lifestyle and goals. Review your a