Spring is not just the time for cleaning out closets… more importantly, it’s time to clean up your finances! According to Scott M. Kahan, Certified Financial Planner professional, President of Financial Asset Management Corp. at 26 South Greeley Avenue in Chappaqua, spring is the ideal time for getting your finances in order. When gathering the necessary documents to prepare your tax returns, you can address other financial planning needs:
- Review your goals. College, retirement, a new home… Look at your year-end investment statements to make sure that your allocations are in line with your goals.
- Credit card and bank statements can help you see where you’re spending money and where you can cut back to free up savings for your goals.
- Review your mortgage interest rates to determine your refinancing options.
For more information, please visit www.famcorporation.com or call 914-238-8900.