Van Zandt Financial

Today's Tuesday Tip
Know Your Retirement Number
How much do you actually need to retire comfortably? Use our retirement calculator or meet with a planner to estimate your savings goal. The earlier you start, the less you have to play catch-up later!
Check it out at VanZandtfinancial.com

Don’t Lose Time—or Daylight—on Your Retirement Planning!

This weekend, we spring forward and lose an hour—but don’t let that happen to your retirement plans! Just like adjusting your clocks, staying on top of your investments and savings requires regular check-ins.

Time flies, but smart planning and regular check ups with your financial advisor can help make sure your future will shine bright!

Today's Tuesday Tip: Pay Yourself First!

Before you spend a dime on bills or fun, make sure you're contributing to your retirement savings. Set up automatic transfers to your IRA or 401(k)—your future self will thank you!

Today's Tuesday Tip:

CONTRIBUTE CONSISTENTLY TO RETIREMENT ACCOUNTS
Stay on track by contributing regularly to your retirement accounts, like a 401(k) or IRA.
Set up automatic contributions, and make sure you are maximizing any employer match to avoid missing out on free money.
Be sure to review contribution limits each year for any changes.

Today's Tuesday Tip:

REBALANCE YOUR PORTFOLIO ANNUALLY
Over time, your asset allocation may drift away from your intended risk tolerance due to market fluctuations.
Meeting with your financial planner annually ensures that your investment strategy meets your risk tolerance, life changes and retirement timeline.

Photo cred: ABHIJEET SINGH

Today's Tuesday Tip:

We’re making a big move—literally and figuratively!

After careful consideration, we’ve decided to step away from annual tax preparation and focus solely on serving our financial planning clients.

With that, we will be closing our physical office building in Rathdrum to walk-in traffic, EFFECTIVE DECEMBER 20th, as we transition to a fully remote work model.

Don’t worry, though—we’ll still be meeting face-to-face with clients locally whenever needed. Whether it’s over coffee, in local meeting rooms, on Zoom, or even my home—or yours!

We are still just a phone call or email away, as we continue to serve you with the same personal touch and commitment you’ve come to expect.

Thank you for your continued support as we embrace this new chapter. If you have any questions or would like to schedule a meeting, feel free to reach out.

Tuesday Tip for Financial Success - GIVE

Happy Giving Tuesday! Did you know charitable giving can also be a key element in achieving financial success?

Donations to qualified charities can reduce your taxable income, create a lasting impact, and strengthen your own financial discipline.

And. . . It just feels good to give

TUESDAY TIP: