{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2Fe655bf17-e977-4ecd-95ac-58dbc74f0d57","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"","title":"Ep. 7 Ten Resolutions for 2021","description":"But instead of hauling out those familiar New Year\u2019s resolutions about eating less and exercising more, Mark discusses steps to improve your fiscal health. He provides ten suggested resolutions that, if followed, will go a long way toward helping to ensure that your later years will be financially secure.\n\nResolutions include:\n\nGetting your personal balance sheet in order. Everything else really proceeds from this, so take the time to bring all these numbers up to date.\nWhy this year, perhaps more than before, it\u2019s important to review your budget, spending and savings strategies.\nRisk levels have been on the rise. Now is the time to revisit your asset allocation to make sure you\u2019re comfortable with the amount of risk you\u2019re taking.\nIf you\u2019re in retirement or within 10 years of it, commit to evaluating your sources of income to make sure everything is still on track.\nUnderstand how tax is impacting your investments and look for ways to minimize it. As Mark often says, \u201cIt\u2019s not what you make, it\u2019s what you keep\".\nVisit our website to subscribe to our newsletter. LINK\n\nTax Planning Opportunities LINK\n\nConnect with us on LinkedIn, Facebook and Twitter.","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/924f232b-35ff-4e52-b5ac-a6bcbfc21404/oinw2a2vbm3fobwkd8szsgfs.jpg"}