Victoria Consoles

“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.

As the last quarter of the year is approaching, now is a great time to check in with your finances and make sure you are on track with your savings goals. With each calendar year, many of us have the opportunity to contribute to retirement plans through our employers.