2022 was a brutal year for investors. 2023 is sure to be challenging, but there are some action steps you can take now, to set yourself up for success no matter how the market behaves. In this video, Nolan with Cornerstone and Erin Kennedy walk through these 4 Resolutions:
1. Rebalance
2. Pay Down Debt, Lower Expenses
3. Keep Saving for Retirement
4. Update Your Estate Plan/Beneficiaries
If you would like some help outlining or setting up and achieving your unique financial goals and resolutions, please feel free to reach out to Nolan for a complimentary consultation by calling 616-301-2581 or by visiting www.Cornerstone-RP.com
#2023resolutions #financialfitness #resolution
Disclosure:
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Cornerstone Retirement Partners are independent of each other.
