2024 Mid-Year Financial Checkup

In this educational video Andrew Rafal discusses the importance of conducting a mid-year financial checkup. He outlines several key areas to review and offers valuable tips to ensure you're on track with your financial and retirement goals.

Key points covered in the video:

• Check Your Retirement Contribution Deferrals
• Investment and Tax Optimization Strategies
• Estate & Legacy Planning
• Employee Benefits & Health Care Spending/Benefits

By addressing these crucial aspects of your financial plan, you can ensure that you're making the most of your resources and staying on track to achieve your retirement goals. If you have any questions or would like some guidance, we invite you to click here to schedule a call with a Bayntree financial advisor.

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