10 Tips For A Great Financial New Year

Jennifer Johnson, CFP
Blue Rock Wealth Management
336-723-1220
jjohnson@bluerockwm.com
bluerockwealthmanagement.com

10 Tips:
1) Write Down Your Goals
2) Find An Accountability Partner
3) Get Organized
4) Shred Sensitive Materials To Protect Your Identity
5) Look Closely At Your Automated Payments
6) Automation Can Be Favorable When It Comes To Saving
7) Review Your Insurance Coverages
8) Review Your Investment Allocations
9) Get Tax Help
10) Turn Off The 24/7 Market News!

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