Money Guy Show

2008 Financial Resolutions and How Not to Have a 1987 Portfolio

Jan. 7, 2008

A new year can represent a fresh start for many. I know that many out there have made financial resolutions and I want to be a resource to help you reach that goal of financial independence. Let's talk about some of the big areas that may need attention:

  1. Wills
  2. Life Insurance
  3. Beneficiary Designations on Life Insurance and Retirement Plans
  4. Asset Allocation

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