A Financial Checklist for the New Year

To help listeners prepare for the New Year, we sat down with Eric Gustafson, a certified financial planner professional with Gustafson Wealth Consultants of Raymond James, to talk about a financial checklist that can help people track and reach their financial goals.

Raymond James & Associates, Inc., member New York Stock Exchange/ SIPC

Any Opinions are those of the author and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. The information is educational and is not tailored to the investment needs of any specific investor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past Performance is not indicative of future results. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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