Be financially fit and live a healthier easier life. (Part 1)
Maintaining financial wellness, like physical wellness, is a continuous process.
Review your investment portfolio: Do your investments fit your current financial situation, age and risk tolerance?
Review your debts: Should debts be consolidated or refinanced with more favorable terms? Concentrate on eliminating personal debts first as they have no tax benefits.
Schedule a meeting with us if you would like assistance in reviewing your tax, financial and estate plans
2. Money Market
GMAC
4.05%
Written by Ben Lawler, CPA
CEO & President of ProActive Advisors, Inc.