3 min

Six Financial Best Practices for Year-End 2022, Part 1 Purposeful Planning with Aspen Wealth Management

    • Investing

As we head towards the new year, many people are ready to close the books on 2022. But before you do, consider these six financial action items so you don’t miss out on any last-minute opportunities.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
 
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
 
Sources: 
1. https://www.wsj.com/articles/money-market-fees-11666363238
2. https://humbledollar.com/2022/11/should-have-waited/ 
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

Hosted on Acast. See acast.com/privacy for more information.

As we head towards the new year, many people are ready to close the books on 2022. But before you do, consider these six financial action items so you don’t miss out on any last-minute opportunities.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
 
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
 
Sources: 
1. https://www.wsj.com/articles/money-market-fees-11666363238
2. https://humbledollar.com/2022/11/should-have-waited/ 
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

Hosted on Acast. See acast.com/privacy for more information.

3 min