While Terry Sawchuk, founder and chairman of Sawchuk Wealth, does not typically view New Year’s resolutions as the most effective way to reach personal goals, there are some financial to-do’s that he thinks all investors should consider as we head further into 2022.
Sawchuk’s list of 2022 financial to-do’s includes:
- Reconsider risk with your investments
- Look at refinancing your debt, particularly your mortgage
- Create or update your estate plan
- Rebalance your 401(k) to fit your risk profile
- Get physically and fiscally healthy
We hope you make 2022 your best year yet for your finances, relationships and health. If you have any questions about anything mentioned in this video, please do not hesitate to contact us. Sawchuk Wealth is prepared to help you accomplish all your financial goals. We can’t wait to see all we can accomplish together!
Any information discussed in this article is for educational purposes only. It is not meant to be any kind of recommendation or financial advice. The information contained in this video is intended for informational purposes only. Any opinions are those of Terry Sawchuk and not necessarily those of JW Cole Financial, Inc. or JW Cole Advisors, Inc.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sawchuk Wealth and JWC/JWCA are unaffiliated entities.
