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Financial Resolutions

Financial Resolutions

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In this conversation, Bruce Rosenbloom and Necole G. discuss the importance of financial resolutions as the new year approaches. They explore the significance of financial clarity, the necessity of emergency funds, and the impact of debt on financial health. The discussion also covers strategies for finding lost retirement funds and the implications of rolling over retirement accounts. The conversation emphasizes the need for planning in an uncertain economic climate and the importance of understanding tax implications for retirement. In this conversation, Bruce Rosenbloom and Necole G. discuss various aspects of retirement planning, focusing on IRAs, 401ks, and the importance of professional guidance in financial decisions. They explore the implications of inflation on retirement savings, the significance of healthcare proxies, and grassroots financial planning strategies. The discussion emphasizes the need for individuals to understand their options and make informed decisions to secure their financial future.

Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

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