As the New Year approaches around the corner, resolutions are in full swing. We tend to focus on physical health but what about your financial health? In this episode, Financial Advisors Rose Price, CFP® AIF® and Chris Mellone, CFA CFP® AIF® discuss review checklist items to make sure you can lay the groundwork to build goals for financial health.
Video - New Year, New Resolution: A Focus on Financial Health
December 28, 2021