Van Zandt Financial

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:

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

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: