According to Plan: New Year's Resolutions - Financial Wellness Check-Up with Monica Jalife

In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein welcome Monica Jalife - Principal and Wealth Advisor  - to discuss financial planning best-practices as we begin the new year.

Learn about actions you can take now to help set you on the path to financial success!

Here is a snapshot of what was discussed:

🎯 Establishing Short-Term and Long-Term Financial Goals
The importance of an emergency fund
Managing credit card debt
Developing a retirement plan and insurance needs

💳Creating a Budget Incorporating Goals
Analyzing current spending
The importance of paying yourself first

📊 Asset Allocation
Short and long-term goals
Tax implications of each account's holdings

🔐 Cybersecurity Check
The importance of setting strong passwords
Monitoring your credit report

And more!

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