It’s Finance Friday, and with all the changes happening in the world, now might be the right time to make some changes to your financial plans, according to the experts.
Host Tati Amare chatted with Dewey Steffen, CEO and Chief Investment Officer of Great Lakes Wealth, about how to make a financial plan.
Steffen suggested preparing a financial plan now for 2021. They can help you with retirement, college, insurance, and estate planning.
Steffen said the most important step to becoming a successful investor is starting now. He suggested rotating and rebalance when investing. Steffen reminded viewers to avoid timing the market, but said to be tactical if and when opportunities arise.
Great Lakes Wealth also started a program called “Our Fee to Your Charity.” This helps the new client and existing clients give back. If you become a new client before Dec. 31, the company will donate half of their fee to your chosen charity.
For more information, visit greatlakeswealth.us.