Starting off the New Year right

Here are a few ideas to help you start off the new year on a good foot!

  1. Make a folder for your 2015 taxes. As year end statements and tax reports arrive, put them in your folder
  2. Review your 2015 IRA contributions. Have you put in the maximum allowable amount? If you haven’t, you should.
  3. Have you gone paperless? Many utilities allow you to go paperless for statements. Make the switch if you want to cut down on paper.
  4. Tax returns only have to be kept for 7 years. If you have older tax returns shred them.
  5. Furnace filters and batteries in smoke detectors – Yes, these are a pain to change sometimes. Smoke detectors with low batteries only seem to start chirping at 3am during the work week. If you haven’t changed the batteries for more than 6 months, swap them out for new ones.
  6. Review your investment portfolio. Check that you’re properly balanced. Make adjustments, if needed.

Sharon L. Herman AAMS, ADPA is the CEO of Silver Key Wealth Management

The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners. IFP is a registered investment advisor. IFP and Silver Key Wealth Management are separate entities from LPL financial.

Ms. Herman may only discuss and/or conduct transact securities business with residents of FL, MI, GA, NJ, VA, TX. www.finra.org www.sipc.org

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Updated: January 19, 2016 — 2:46 pm
© Silver Key Wealth Management MMXX

Securities offered through LPL Financial member FINRA / SIPC.

Investment advice offer through Independent Advisor Alliance/IAA a Registered Investment Advisor. IFP and Silver Key Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative associated with this site, may only discuss securities or transact business with persons who are residents of FL, GA, MI, NC, NJ, SC, IN, CA, CO, TX.

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