Financial Tweaks That Matter: Small Steps, Big Impact

Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From finding the right balance in your cash reserves to consolidating old 401Ks, we're unpacking those seemingly small steps that can bring about big, positive ripples in your financial life.

 

Here are a few of the financial tweaks that we discuss in this episode:

• Keeping the right amount of cash on hand for emergencies
• Consolidating your old 401ks
• Reassessing your managed accounts to ensure they align with your current financial goals
• Replacing high-expense mutual funds
• Analyzing the tax efficiency of your investments
• Checking that your beneficiary designations are up-to-date and accurate
• Automating your savings

 

To get in touch with Mike, visit our website: http://principalpreservationservices.com