Cover Your AssetsCover Your Assets

4th Quarter Strategies

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Cover Your Assets

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest 
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Logan discusses essential financial planning strategies as the year comes to a close.  She emphasizes the importance of reviewing budgets, establishing emergency funds, managing debt, setting retirement goals, and understanding asset allocation. The discussion also highlights the significance of having a comprehensive estate plan to ensure that one's wishes are honored after passing. Logan provides actionable insights for listeners to take control of their financial futures and prepare for retirement effectively.

Reach Logan at 800-874-8380.

Sun Valley Wealth

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Cover Your Assets

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a  
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