Kristina discusses the rising trend of financial resolutions among Americans as they approach the new year. She explores the impact of financial health on overall well-being, strategies for effective saving, the importance of accountability, and tax strategies for retirement planning.  Eric White of the firm joins with the discussion of supporting adult children financially and the importance of teaching them financial responsibility. The conversation emphasizes the need for a written retirement plan and tax-efficient gifting strategies to ensure a secure financial future.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com