As you close out this year, take a few moments to reflect on your wealth journey so far … and where you’d like to go next year.
Here are a few questions to get you started. Answer them on your own or, if you’re married, invite your spouse to join you.
When you think back over this past year, how do you feel about what you accomplished?
What did you enjoy the most? The least?
What do you want more of in the coming year?
What are you ready to let go of?
Then, take some time to dream about life beyond this coming year.
Where would you most like to be in the future if you had no concerns about money or time?
Who would you be with?
What would you spend time doing?
How and why is this dream different than your current vision for the coming year?
Done correctly, this exercise isn’t really about wealth. It’s about your life and your desires.
But when you’re clear about what you want in life, it is much, much easier to design a wealth strategy to help you live it.
Are you paying too much tax?
If you’re paying taxes, chances are you’re paying more than you should. And you might be paying MUCH more than you should.
We’d love to see how we can help you make way more money and pay way less tax. Book a call with the team at TFW Advisors® today!