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 GoalsThe importance of an emergency fundManaging credit card debtDeveloping a retirement plan and insurance needs💳Creating a Budget Incorporating GoalsAnalyzing current spendingThe importance of paying yourself first📊 Asset AllocationShort and long-term goalsTax implications of each account's holdings🔐 Cybersecurity CheckThe importance of setting strong passwordsMonitoring your credit reportAnd more!Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation.  Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions.  The opinions expressed in this podcast are those of the participants and may not reflect those of the firm.  To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing.  The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.