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Stephen, the Principal Consultant of Summit Planners will be sharing his thoughts and insights about all aspects of financial planning here.

With the start of the New Year, many people often resolve to set new priorities for things that are important to them. As planners, we believe that reviewing your estate plan should definitely be on the list of New Year resolutions.

2017 is just around the corner and there is no better time to start afresh than with the dawn of a brand new year! Don’t be intimidated at the thought of overhauling your financial outlook – simply making a plan to improve your financial planning can aid your overall financial health greatly.

As the year draws a close, here’s a look at how the global economy has been faring in 2016 – the highs, the lows and everything else in between. Most importantly, as planners we should stay informed, stay optimistic, stay motivated and keep planning – success is always just a plan away!

What are the top skills that will be in hot demand in the upcoming year? LinkedIn breaks it down for you in this insightful article – with no surprise digital and data comes out tops. You’ll find that these skills can be relevant to the financial industry as well; it will greatly change the way you communicate with your customers!