Empower Yourself Through Financial Organization
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Empower Yourself Through Financial Organization
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It’s common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you quickly check in on your savings and spending goals to ensure you’re staying on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
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