Tuesday, March 12, 2013

Make a List and Check It Twice: Tips for Organizing Your Financial Life in 2013

Presented by Mark Phillips

Amid the hustle and bustle of the new year, reviewing your overall financial picture probably isn't at the top of your to-do list. But as we begin the new year it is important non the less to give yourself the gift of an organized financial life? These easy steps will help you get your finances in order for 2013—and beyond.
Working with us as your advisor we will schedule a review and evaluation of each of these in the course of this year with you – so you can just prepare accordingly as each meeting comes around.

Read the full article… Click here.

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