YOUR ANNUAL CHECKUP
A n annual checkup might bring to mind your next doctor’s visit, an appointment that is crucial to your physical health. It’s your opportunity to get a professional evaluation and address concerns you’ve been noticing. Obviously, you won’t ask your physician about your 401(k). So, what about your financial health? Do you know who to go to for that checkup? And have you scheduled it? If it’s been awhile since your last financial checkup, and especially if you’ve experienced any lifestyle changes in the last year, it’s time to schedule it. Changes in your employment, investments, purchases, and family can all impact your finances, both in the short- term and in your future. A year might
Ingredients Directions • 2 cups frozen tater tots, defrosted • 1 ounce sharp cheddar, cut into 1/4-inch squares • 4 slices bacon, quartered • 1/4 cup brown sugar • 1 tablespoon chopped parsley 1. Heat oven to 400 F. Line a baking sheet with parchment paper and set aside. 2. Press a cheese square into each tot, then wrap with a piece of bacon. Dredge each tot in brown sugar. Sure, your showoff pal can wrap a tater tot with a piece of bacon and call it “The Daniel,” but you can take it a step further. Prepare a couple batches of these savory snacks for your Super Bowl party or the next family get-together. Snag a few for yourself before they disappear! not seem like a long time to go without assessing your finances, but a lot can happen in 365 days. If you set a budget last year, that’s a good place to start. How well did you stick to it? Are there areas that show over-spending? Does it still make sense? Looking over your budget might make you aware of trouble spots, and those are concerns you can bring in when you meet with your advisor. When you meet with your financial advisor, you’ll review changes and assess how they’ll affect your plans. Afterward, they can help you find appropriate alternatives. It might be time to make more contributions to one account, as each year you move closer to retirement. A financial checkup, much like your checkup with your doctor, can serve as a
preventive appointment. Like your doctor reviews your vitals to look for any areas of concern, your advisor will look for changes in spending and income to help you find areas that you might need to be addressed.
Take initiative in your financial well- being. Don’t delay your appointment any longer. Call Capital Advisory Group today and schedule your 2018 financial checkup.
TAKE A BREAK BACON-WRAPPED TATER TOT BOMBS
(Recipe inspired by ThisGrandmaIsFun.com)
3. Place tots seam side down on baking sheet. Bake for 20–25 minutes, using metal tongs to turn halfway through. 4. Garnish with parsley, if desired, and serve immediately.
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