Getting Started Early on 2015 Financial Planning

Matt LaRocca |

Many of our clients come to us for advice on planning for specific large expenses that may be on the horizon. Whether it is college expenses, purchasing a new home, planning for a new baby or other large life expenses, it is essential to start early in preparing for the financial commitment. Waiting until the last minute will increase the risk that opportunities to save money may be missed or that you may make an emotional decision, rather than a thoughtful, well-researched decision.

The article below summarizes some of the considerations for large expenses that you may need to plan for in 2015. At RDM Capital, we regularly work with clients to prepare for specific large life expenses, as well as more comprehensive financial plans. Please contact us if we can help you start early in planning for your next big life expense.

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