Secure Your Financial Future: 7 Must-Do's Before 2024 Ends

It’s not too late to make 2024 your best financial year yet!

As we approach the end of 2024, it's a great time to take stock of your finances and set yourself up for success in 2025. In this video, I’ll cover 7 essential steps you need to take before the year wraps up.

Chapters:
0:00 Introduction
0:29 Chapter 1: Review & Adjust Your Budget
0:59 Chapter 2: Check Your Emergency Fund
1:31 Chapter 3: Assess Your Retirement Contributions
2:14 Chapter 4: Download Our Free Retirement Guide
2:32 Chapter 5: Evaluate & Rebalance Your Investment Portfolio
2:58 Chapter 6: Make Tax-Smart Moves
3:25 Chapter 7: Review & Update Your Insurance Coverage
3:57 Chapter 8: Set Clear Financial Goals for 2025

Not Sure Where to Start With Your Retirement Planning?
Download our FREE guide to learn the key factors you need to consider.
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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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