In this conversation, Kristina discusses the importance of spring cleaning and refreshing the budget, building an emergency fund, managing debt, increasing retirement contributions, proactive tax planning, asset allocation and risk tolerance, emotional decision-making in retirement, reviewing financial life and getting organized.  She also notes the connection between March Madness and financial planning, the fundamentals of retirement planning, balancing a retirement plan, the impact of emotion and risk in retirement, and the importance of taking control of retirement planning.

You can reach Kristina by calling 844-823-6387.

Powerful Legacy Insurance and Financial Services