Name: Financial Checklist for the Start of the Year
Uploaded: 2023-01-06T19:00:20+00:00
Duration: 9 min 15 s
Description: Here are 4 things you should add to your financial checklist to do at the start of the year to make sure your financial house is in order! Have a question you want to be answered on the show? Call or

2 years ago

Here are 4 things you should add to your financial checklist to do at the start of the year to make sure your financial house is in order!

Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment!

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

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