Episode Synopsis "New Year Planning"

The beginning of the year is a really good time to make changes to your finances. A lot of us often go into the New Year with extra motivation to make improvements in our lives, and additionally, many people go into the New Year with a new raise or bonus. Join us as we dive into financial strategies and tips to map out the New Year.Ashlee Walton, CFP®Senior Financial PlannerNeil CraftClient Relationship ManagerNeil is a registered representative of ALPS Distributors, Inc.

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