Colleen Galushko’s Post

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Partner & Financial Planner at MONECO Advisors, LLC.

Giving yourself a “financial checkup” involves taking a holistic view of your finances — including your cash flow and debt, savings and retirement accounts, as well as insurance coverage and estate plan. Read more: https://lnkd.in/eQZU_zZj

Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial checkup

Don’t 'just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial checkup

cnbc.com

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