Financial Tips For The First Quarter of 2024

2023 is coming to an end, and, if we had to guess, there are probably some financial tasks you wish you’d taken care of this year. Not to worry, because in this week’s episode, Lee is going to share six planning tips that you can address during the first quarter of 2024. Let’s kick off the new year the right way!

 

Here’s some of what we discuss in this episode:

• Keeping the right amount of money in cash
• Cleaning up old life insurance policies
• Consolidating old 401ks when you change jobs
• Reconsidering your managed account that has limited management
• Updating beneficiary designations as life changes
• Automating your savings

 

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com