Abacoa & Alton Neighbors - January 2022

COMMUNITY CORNER opening and titling the right types of accounts to grow and protect your wealth are just a few things you should consider when working your plan. Set saving and funding goals for retirement and educational accounts to make sure your on- track to build the most financially sound future possible. Fourth, check-in and maintain your plan. This is an on- going process. Work with financial professionals that always have your best interest in mind and are looking to establish a long-term, multi-generational relationship with you. One that sends you a birthday card once a year and never calls you, just won’t do. Discuss how often you like to be updated, and meet with your advisers quarterly, if not, at least yearly. Work with someone who asks you who taught you about money, saving, budgeting, balancing a checkbook and taxes? Consider someone that will help your parents, you, your children, grandchildren, and other members of your family. They should take the time to really get to know you, your investment objectives, risk tolerance, goals, aspirations, and dreams. They should also help reinforce the guiding principles that have helped you achieve your financial success to your children and grandchildren. Hearing they need to eat their broccoli from a different person, may just do the trick. Following these four simple principles won’t guarantee that you’ll be wealthy, or your plan will work 100% of the time. But it will give you a road map and the confidence to help you become more financially prepared for 2022 and beyond. Richard Jankus is currently a Wealth Management Adviser with Woodstock Wealth Management, Inc. He has been in the financial services industry for 27 years and lives in Palm Beach Gardens with his fiancé Jennifer and twin 10-year-old daughters, Ariana, and Karina. Richard Jankus Wealth Management Adviser Woodstock Wealth Management, Inc. 7026 Galleon Cove Circle Palm Beach Gardens, FL 33418 Direct: 561-705-0004, Fax: 561-705-0002 Mobile: 561-863-7641 rjankus@wwmria.com Advisory Services Offered Through Woodstock Wealth Management, Inc. 335 Parkway 575, Suite 210 Woodstock, GA 30188 Tel: 800-279-4468 Fax: 877-431-5728, www.wwmria.com An Sec Registered Investment Adviser Alton’s Number One LISTING BROKERAGE Elbridge “Bud” Taylor 772.633.8150 Trillion Properties 13324 Alton Road Palm Beach Gardens FL 33418 www.trillionpb.com Jason Marcantonio 561.818.1651 J a n u a r y 2 0 2 2 | Abacoa &Alton N E I G H B O R S 13