5 Important Things to Consider as We Come To the Year-End by Rani Jarkas

 


Rani Jarkas' long and successful career in finance has helped him develop some of the most valuable and unique insights in the industry. Here, he lists five important things to consider as we come to the end of the year.

 

1. Review your financial goals and objectives.

 

As 2022 comes to a close, it's important to take a step back and review your financial goals and objectives. What worked well for you, and what didn’t work out so well? And most importantly, what do you want to achieve in the coming year?

 

Once you've reviewed your goals, it's time to make a plan. How are you going to achieve your goals? What steps do you need to take? What resources do you need?

 

2. Review your finances.

 

Carefully analyze your income and expenses. Where can you cut back? Did you have any unplanned or unexpected expenses last year? How can you plan for them this year? This way, you'll better understand where your money is going and how you can make changes to save money.

 

3. Review your insurance needs.

 

Your insurance needs may have changed over the past year. Did you get married? Have a baby? Buy a new home? All of these life events can impact your insurance needs.

 

It's important to review your insurance coverage at least once a year to make sure you're still adequately covered. If not, you may be putting yourself at risk for financial difficulties if something happens.

 

4. Review your investment portfolio.

 

Your investment portfolio should be reviewed at least once a year. This includes looking at your asset allocation and ensuring it's still in line with your goals, objectives, and risk tolerance.

 

It's also essential to review the performance of your investments. Are they meeting your expectations? If not, you may need to make some changes to your portfolio.

 

5. Celebrate your achievements.

 

Finally, don't forget to celebrate your achievements! It's important to take a moment to reflect on how far you've come and all that you've accomplished. This will help motivate you to continue working hard towards your goals in the coming year.

 

Professional and personal success awaits you in 2023. With these five tips from Rani Jarkas, your year-end will be off to a great start!


Comments

Post a Comment

Popular posts from this blog

Rani T Jarkas – Build Robust and Scalable Websites

A well-designed website playsan important role to build up the company’s image and reputation apart from delivering information and serving the users. Building a robust and scalable website is the foundation to further construct modern website with ability to grow modules and functions. Rani T Jarkas said that a scalable website means every application or piece of infrastructure in a system can be expanded when the load increases.To be more understandable, let’s suppose your web application gets exposed on a popular website and the traffic directed to your website increases all of a sudden. Then the key question here is whether your website infrastructure is able to handle such great amount of traffic? Here is the moment when scalable web applications standout. They ensures that it can scale up to avoid crash. Crashing pages are definitely the last thing you would like to see when faced with extra traffic. In other words, a company shall always be prepared for a continu...
Read more

How Financial Advisors Benefit Their Clients?

Financial advisory service is a comprehensive and critical component of the financial system. A qualified financial advisor help clients take the stress out of setting and prioritizing goals, and map out clear strategies for achieving them. Therefore, a professional financial advisor can benefit his/her clients in many ways. Led by the highly experienced financial services executive Mr. Rani Jarkas , Cedrus Investments is a global boutique investment firm, specialized in Financial Advisory Services, Private Wealth Management and Asset Management. Cedrus’ Financial Advisory Services offer a full suite of complimentary services to its clients and enhance their corporate value through: -     Raising Capital for companies from Cedrus diverse pool of top-tier institutional investors from around the globe; -     Increasing a company’s visibility with appropriate investors; -     Diversifying client’s shareholder bases; -  ...
Read more

Types of Financial Services Available at Rani Jarkas’ Firm

Cedrus Investmentsis a global boutique investment banking firm founded by Rani Jarkas over seventeen years ago, specializing in asset management and financial advisory services. Cedrus has extensive experience and a global network in the life sciences industry together with cross-border transactions track record in geographies, including China, Australia, Asia, U.S., and Europe.   Cedrus Investments is strategically headquartered in Hong Kong and with offices prudently located in Shanghai, Beijing, Shenzhen, Jakarta, Hainan and Zurich, Cedrus is able to meet the needs of its diverse international client base.   Cedrus’ financial advisory service business provides a full range of international corporate transactions and services, including raising capital, listing on foreign stock exchanges and providing advisory services to publicly-traded and privately-held emerging growth companies with innovative technologies.   Cedrus’ private wealth management offers priv...
Read more