❤️ Top Financial Moves to love yourself this Valentine’s Day
small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega small business, retirement, financial planning, long-term care, emergency savings, love Catherine Valega

❤️ Top Financial Moves to love yourself this Valentine’s Day

Top Financial Planning moves to honor YOU this Valentine’s Day. Top financial moves to love yourself this Valentine's Day. YOU are your number one asset. Establish a sufficient emergency fund. Review and update your insurance needs and legal planning. Work with me to create your Life by Design financial goal plan. Celebrate your accomplishments. Weekly date nights with partner. Schedule your review!

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What should I be doing for my year-end 💵 planning?
retirement, philanthropy, investing, financial planning Catherine Valega retirement, philanthropy, investing, financial planning Catherine Valega

What should I be doing for my year-end 💵 planning?

What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.

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