Another year has come and gone. As we begin the New Year, many of us have items lingering on our to-do lists. Between work, family life, and the myriad of other commitments, people are busier than they have ever been, and time remains their most precious resource. As we turn the page into 2023, we encourage you to evaluate what is most important to you and seek out ways to focus on those fulfilling pastimes.
For some, finding more time could come by enlisting professional support. For example, some busy families will outsource the cleaning of their homes, the maintenance of their lawn, or snow removal. Some tasks are faster when left to a professional, such as car repair or tax preparation. Enlisting help in these ways can open more time to be at children’s events, time to volunteer, or time to spend with family and friends.
Financial decisions are another area where people can leverage professionals to assist with tasks, such as seeking guidance on your deferred compensation elections, evaluating additional insurance needs, or planning for the upcoming tax bill. Not only can this give you more time to do what you love, but also it can give you peace of mind that you are taking steps to optimize your resources. At JNBA, we are here to be your accountability partner and to ensure that those easily forgotten-about tasks get completed.
If you or a loved one could benefit from having a financial partner and advocate in your corner, or if finding a financial advisor has been on your prior year’s “to-do” list, we encourage you to reach out to JNBA to see how we may be able to help you find more time for the things that are important to you.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.
Please see important disclosure information at jnba.com/disclosure