FRESNO, Calif. (KFSN) — From achieving specific financial milestones to building lasting wealth, having a realistic strategy you can stick to is key.<\/p>\n
The team at Portfolio Advisors in northwest Fresno is helping clients put their financial goals in focus for the new year, but that starts with having a firm grasp of where they are.<\/p>\n
Start by checking the balance on your accounts, including stocks and bonds.<\/p>\n
“Just taking a 50,000-foot view of your investment portfolio and seeing how the markets have done,” says CEO and Senior Financial Advisor, Tina Mistry. “Going through the process of potentially rebalancing.”<\/p>\n
Re-evaluate your spending and saving habits.<\/p>\n
“Maybe you’ve received a bump in your pay or moved to a new job, something like that,” says Lead Financial Advisor AJ Flores. “Re-evaluating the change in income that should translate into a change in that savings habit.”<\/p>\n
Be strategic about new accounts and credit card offers. Make sure to read the fine print.<\/p>\n
“If you have a large purchase coming up and there’s a 0% interest offering on a credit card for 15 or 18 months, take advantage of that,” Mistry said. “That can help you free up your cash flow throughout the year but then in some cases, sometimes cash back will be offered.”<\/p>\n
Not to be overlooked — checking your beneficiaries once a year.<\/p>\n
“Maybe there’s a new child in the family that needs to be accounted for,” Flores said. “Maybe I recently got married and my parents are still my beneficiary, and I probably should run that past my wife. Things like that. Life events happen.”<\/p>\n
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