The importance of a good start… it can’t be overstated.
You’ve probably spent some time recently reflecting and resolution-making. For many, “make smarter financial decisions” tops the list.
Whether it’s setting up your accounts to autosave, finally rolling over that old employer 401(k), or spending a few minutes to financially protect your family with life insurance, we all have our fiscal goals for 2018. Now, if someone could just help us get going.
Your expert guide to financial well-being in 2018
Enter: CERTIFIED FINANCIAL PLANNER™ Professional Mary Beth Storjohann. We worked with her to build you a financial roadmap for 2018 that’s actually simple. It features helpful tips and quick wins so you can accomplish your financial goals this year – even on days when you have little to no time.
The resolution domination starts with steps one and two, and then you can skip around to whatever sections support your individual goals and family’s financial needs.
This guide is intended to be both thoughtful and thorough. So, print it out. Resolve to try and cover one section per week. Pace yourself. And before you know it, you’ll be on your way to your best financial year yet.
You’ve got this.
Haven Term is a Term Life Insurance Policy (ICC15DTC) issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111 and offered exclusively through Haven Life Insurance Agency, LLC. Not all riders are available in all states. Our Agency license number in California is 0K71922 and in Arkansas, 100139527.