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Financial Wellness Challenge Part 3

| January 20, 2015
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Week 3, Challenge for better health and wealth.  The goal of this challenge is to motivate you to continue on and implement behavior change strategies that may simultaneously improve health and personal finances. So for the next few weeks we will ask you to partner with us in our challenge.  This weeks steps to financial wellness are:

  1. Keep your financial strategy on track. If you want to have more money to save and/or invest then you need to make sure you are staying on track with your with your spending. A spending plan drives your money with purpose. It’s important to utilize tools to keep you on track. There are helpful apps and website’s, such as Dave Ramsey Budget Gazelle. They are especially helpful when you do your monthly review.
  2. Do annual financial check ups with your financial advisor. We can help keep your account in line with your original investment objectives. Accounts that are not adjusted on regular basis tend to drift away from their original  investment
    strategy.

MARKET WATCH
Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week's market events and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA, LPL Financial Chief Market Strategist.

http://brlink.lpl.com/branchlink/include/wpdocumentdisplay.aspx?ContentID=1096&auth=2c2d22b8-4b0f-4207-81a4-faac02c9&filetype=.PDF

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