Educate with Educo Episode 3: Planning for the New Year

Educate with Educo Episode 3: Planning for the New Year

January 10, 2024


In this months episode of Educate with Educo, Laura discusses financial planning for the new year. 

She extends New Year greetings and encourages individuals to set and pursue their resolutions, emphasizing the importance of financial organization and planning for a stress-free future. She outlines common resolutions including saving for emergencies, becoming debt-free, preparing for retirement, and getting organized with legal documents and beneficiaries. Laura invites individuals to reach out to the advisor group for personalized assistance and guidance in achieving their financial goals.

Reach out today to plan for 2024!

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