Your “to do” list now that the political season is coming to an end

    hqdefaultTwas the night before the election…..thank goodness.  Tuesday will come and go, we will all have voted for our candidate, and suddenly it will be Wednesday.  Life will go on!!  Now that the foolishness is over we can all go about getting ready for the holidays and the end of the year.  The fourth quarter of the year is a great time to get ready for a successful and prosperous 2017.

    What should be on my “to do” list?

    Start getting ready for tax season….UGH!! Well, things like charitable giving rebalancing 401K plans and analyzing investments and mortgages now can be a great way to make April 15 a little less foreboding.

    Remember its also time to reexamine and sign up up for company benefits, make sure that that options you had selected last year fit your scenario for 2017.  Did anything change?  Did you get married?  Have a baby?  Have a child go to college?

    Now is also a great time to look at your housing situation.  The Charlotte market is all kinds of busy come the spring time and into the summer months.  If you are planning on buying or selling your home when is your best time frame?  As inventory in the Charlotte market drops in the 4th quarter of 2016, how can you position yourself financially e.g. downpayment or credit score, or prepare your home to show at its best and receive top dollar?   Find out what your home is worth here….

    OK, breathe…there’s also fun stuff like holiday parties, gift giving and great food and fun ahead.  Ask for help with the other stuff …:)

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