It’s Time For Your Mid-Year Money Checklist! – Episode 185
We’re half way through 2024, and it’s time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There’s still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out.
So what’s left to do? There’s still plenty of time, but then again, the clock is ticking. What should be on YOUR mid-year money checklist? Find out from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!
Important Information:
An asset allocation strategy does not ensure a profit or protect against loss.
401(k) benefits may be subject to change at your employer, the governing pension, or benefit organization’s discretion.
Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.
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