10 Tips For A Great Financial New Year

23/01/2017 22 min
10 Tips For A Great Financial New Year

Listen "10 Tips For A Great Financial New Year"

Episode Synopsis


Jennifer Johnson, CFPBlue Rock Wealth Management336-723-1220jjohnson@bluerockwm.combluerockwealthmanagement.com10 Tips:1) Write Down Your Goals2) Find An Accountability Partner3) Get Organized4) Shred Sensitive Materials To Protect Your Identity5) Look Closely At Your Automated Payments6) Automation Can Be Favorable When It Comes To Saving7) Review Your Insurance Coverages8) Review Your Investment Allocations9) Get Tax Help10) Turn Off The 24/7 Market News!See omnystudio.com/listener for privacy information.