Five Tips to Establish Your Financial Plan for the New Year
Audio ABLE

Five Tips to Establish Your Financial Plan for the New Year

February 8, 2024

New year, new episode of Audio ABLE!

Packed with valuable insights to kick-start your financial success in the new year, episode 11 of Audio ABLE lays out the top 5 tips to establish your financial plan, specifically tailored for individuals with disabilities and their families.

Joining us for this discussion is Edward Kemm, a Certified Long-Term Care (CLTC) Private Wealth Advisor. With expertise in assisting retirees, families with special needs children, first responders, and business owners, Ed brings a wealth of knowledge to help you enhance your financial independence.

Here’s a sneak peek into the tips discussed in the episode:

  • Tip #1 – Master Your Finances with a Budget
  • Tip #2 – Goal Setting
  • Tip #3 – Invest Smart, Know Your Risk
  • Tip #4 – Purposeful Investments and Limits
  • Tip #5 – Unleash the Power of an ABLE United Account

Press “play” to hear the full episode and start your financial planning journey today.

*Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc., is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc., 2874 SW Brighton Way, Palm City, FL 34990.