In this video, Andrew Rafal discusses the importance of conducting a mid-year financial checkup. He outlines several key areas to review and offers valuable tips to ensure you're on track with your financial and retirement goals.
Key points covered in the video:
0:42 Check Your Retirement Contribution Deferrals
1:38 Investment and Tax Optimization Strategies
3:31 Estate & Legacy Planning
5:21 Employee Benefits & Health Care Spending/Benefits
By addressing these crucial aspects of your financial plan, you can ensure that you're making the most of your resources and staying on track to achieve your retirement goals. If you have any questions or need guidance, don't hesitate to reach out!
🎯 Are You on Track for Retirement? Take Our Free Quiz to Find Out
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📞 Schedule a 15-minute Call & Start Planning for the Retirement of Your Dreams
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Music: The Whole World Crashes Down – Astral Orange
Investment advice is offered through Bayntree Wealth Advisors, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Please note that Bayntree Wealth Advisors and its representatives do not give legal or tax advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.
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