2016 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

How to Start on the Right Financial Foot

By Michelle Brennan, FPQPTM

Here's how

  • Gather your data

    Start by taking stock of all things financial in your life, your income and expenses, your assets, including your retirement accounts, and your liabilities, your insurance policies, your income tax returns, and your wills, trusts and other estate planning documents.
     

  • Set goals and objectives

    You especially want to categorize your goals and objectives by time horizons so that you can measure and monitor your progress.
     

  • Find tax efficient ways to save
    It’s not what you earn but what you keep, and the same is true when it comes to saving. There are tax-efficient ways to save for retirement, which include IRA’s, Health Savings Accounts and annuities.
     

  • Manage your risks

    Not having the right kinds and amounts of insurance in place can wreak havoc on your financial plan should you face a dramatic event.
     

  • Monitor progress towards your goals

    You can’t measure what you don’t track. Commit not to just starting the year off on the right financial foot but to monitoring your plan throughout the year.
     

  • Meet with your financial professional

    Reviewing your plan can go a long way toward helping you reach your financial goals.