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Look ahead to 2019 while finishing 2018 strong

The merriment of the holiday season can also bring some breathing room into our lives. In the blink of an eye, 2019 will arrive, so take time to set defined financial goals for the coming year.

  • Confirm cost of living: Typically announced in October. Review your budget to account for changes in income and expenses.
  • Review your insurance coverage: Have coverage best suited for your health, life, cars, home, etc.
  • Perform a portfolio review: Work with your financial advisor to balance your portfolio where appropriate.
  • Heed donation deadlines: Remember deadlines for year-end gift and charitable contributions. Be sure to allow enough time to complete donations, keeping the new tax changes in mind.
  • Consider your consultants: You’re likely to pick up tips around the holiday party punch bowl. No matter the source, take the cautious path and consult your advisor before acting.

Call our team at TFCU Financial Advisors for a no cost, no obligation appointment.

TFCU Financial Advisors
6501 Tinker Diagonal
Midwest City, OK 73110
(405) 737-0006

TFCUFinancialAdvisors.org

Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by NCUA or insured by any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non-affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only. *TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC. Sources: Raymond James Point of View.
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