Notes From the Fieldby Martin Weil

January 15, 2013

7 Financial Resolutions Worth Keeping

The WSJ, of all places, offers this pretty good basic advice for 7 ways to get your financial house in order in 2013.

For accumulators:

  1. Track your spending
  2. Put savings on autopilot
  3. Talk with your spouse about money
  4. Long term care insurance in mid-to-late career

For retirees

  1. Don’t take SS benefits early
  2. Make sure you maximize tax advantages when withdrawing
  3. Consider an immediate, or deferred,  annuity

Thanks to Rita McGrath

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