Manage episode 151538208 series 1030583
Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.
On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:
- Creating a Budget
- Having A Liquid Cushion
- Starting Small
- Retirement Contributions
- Beneficiary Reviews
- Protection Planning
- Student Loan Forgiveness
For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.
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