Brought to you by Matt Stutes, CFP - Cornerstone Wealth Management - FINANCIAL PLANNING INSIDER -

CORNERSTONE WEALTH MANAGEMENT - Matt Stutes, CFPWith the holiday season coming to a close, many people are focused on finances, resolving to get finances in order for 2018.

The classic Christmas story, "A Christmas Carol" by Charles Dickens, can teach us many financial lessons. In the story, Mr. Scrooge is very wealthy, but not so generous. After being visited by the ghosts of Christmas Past, Present and Future, he has a change of heart and sees his wealth in a new light.

Here are some financial lessons that can be learned from each visiting Christmas ghost.

1) Christmas Past: Are you stuck in the old mode of financial management? The way things used to be, by not facing the current realities of financial situations. As with Scrooge, you must always remember lessons learned, and not make the same mistakes of the past.

2) Christmas Present: Scrooge was only worried about himself, not how actions affected those around him. Are you staying on top of your present finances? How your financial planning (or lack of it) affects your present situation and those around you.

3) Christmas Future: Scrooge was shown what could be possible in the future, if he didn't change his current ways. A solid financial plan helps you live in the present and prepare for the future.

A CFP® can help right the mistakes made in the past, control the present and help guide you towards a prosperous financial future.

Cornerstone Wealth Management

486 NW 2nd Ave.

Canby, OR 97013


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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