Tag Archives: Financial Checklist

FEATURE

Assessing Your Year-End Financial Goals (Ep.94)



In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act.

In this episode, Peter Raskin walks you through a year-end assessment of financial goals and makes suggestions on how to improve for next year. Peter shares his financial checklist and breaks down what each task means, things to consider, and your goals. 

Peter discusses:

  • The most important things to review for the year-end
  • Significant objectives vs. small objectives
  • Important ages and what to consider when the time comes
  • And more

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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.