Description

Whether you're celebrating 2019 or the Chinese New Year, here are some resolutions to Get Your Finances in Shape.

Resolution 1: Create a budget for life

Resolution 2: Manage your debt

Resolution 3: Optimize your portfolio

Resolution 4: Prepare for the unexpected

Resolution 5: Protect your estate

Calls discussed: paying off your martgage (is it good; its it bad); choosing a professional for help; reverse mortgages; loans, stockholder's meetings; retirment advice.

Financial Indurstry Regulatory Authority Broker Check: https://brokercheck.finra.org/

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