James Market Clarity
New Year Planning
Jan 28, 2022
Season 1
Episode 24
The beginning of the year is a really good time to make changes to your finances. A lot of us often go into the New Year with extra motivation to make improvements in our lives, and additionally, many people go into the New Year with a new raise or bonus. Join us as we dive into financial strategies and tips to map out the New Year.
Ashlee Walton, CFP®Senior Financial Planner
Neil CraftClient Relationship ManagerNeil is a registered representative of ALPS Distributors, Inc.