October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation, acknowledge your successes, and make strategic adjustments before year-end.
Why Work With a Financial Professional?
People at every life stage—whether working, approaching retirement, or already retired—seek financial guidance. While their specific concerns vary, from maximizing workplace benefits to managing debt or planning for long-term care, they share a common goal: greater confidence in their financial decisions.
Here are a few common topics that often come up this time of year:
- Year-end strategies: Are there charitable contributions or investment adjustments to consider before December 31?
- Account contributions: Have you reviewed your retirement or health savings account?
- Goal check-in: Small steps made now can support longer-term goals.
- Looking ahead: It’s never too early to consider what you’d like to prioritize in the upcoming year.
Your financial journey is unique, and it’s normal to have questions along the way. This season is an opportunity to refocus and progress with greater clarity. If you’d like to learn more about how working with a financial professional can support your goals, or if you have year-end questions, we’re here to help. For additional information, please download our free white paper on Working With a Financial Professional. We also invite you to schedule a complimentary conversation by calling our office at (561) 210-7339 or emailing us at admin@intercoastalwealthplanning.com.
For more information, visit intercoastalwealth.com.
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Intercoastal Wealth Planning, a Registered Investment Adviser, Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
