students, parents and
community members
High School for the Minority
Achievement Committee (MAC)
Scholars Night at the Movies.
The evening's feature film was
"Race," which depicted the story
of Jessie Owens, who received
four Olympic Gold Medals at the
Berlin games in 1936. A panel
discussion followed the movie.
Kelsea Brown
CPA/PFS, AEP®
New Year. Starting fresh is always a great
feeling, but the scale of what we set out to
accomplish sometimes becomes overwhelm-
ing as the year progresses. The question is,
how can you stay motivated to meet your
financial goals in 2017?
satisfaction. To help you keep moving toward
your goals, I've created a month-by-month
checklist of some key financial tasks to con-
sider throughout the year.
attorney. Although many people avoid
thinking about estate planning, getting
your affairs in order is one of the great-
est gifts you can give your loved ones.
If you've already established a will or a
trust, sit down and review the documents
with your attorney, making any necessary
changes.
ly plan for spending and saving is an
excellent way to help keep your finances
in check, whether you're reevaluating
your financial life or just trying to maintain
good habits.
It's a good idea to check your coverage
regularly. Any significant changes in your
personal life may require you to re-evalu-
ate your coverage.
insurance/retirement accounts. Do you
need to add a new beneficiary or change
a designation? Review your accounts to
ensure that the correct people are listed.
be reached at 216.595.6444 or at pettim@
hwfa.com.