Mid-Year Money Moves: Achieving Financial Goals

Featuring Financial Consultant Bill Rossitto. We’re halfway through the year. Are your financial goals on track? A financial roadmap can motivate you to save money, support your financial goals, and help improve your overall financial confidence now and in the future. A financial plan that’s tailored to individual needs and circumstances could be beneficial to consider. In this webinar we'll discuss how to construct a budget and the importance of establishing an emergency fund, planning for healthcare costs, credit fundamentals, and basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.