The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals. The checklist below is a simple way to get...
Understanding and applying the principles of effective goal setting has never been more important than in today’s world of financial planning. We can get caught up in media frenzy and become confused when we hear words like Bitcoin and GameStop. Goal setting has a...
In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has put together a few tips that can help you put your best foot forward in this New Year. We find that preparing for tax season is a good time to consider your financial...
