Is one of your 2020 New Year Resolutions to improve your finances? Then this is the video for you. Here are my 5 tips to get yourself prepared for attacking your financial goals in the New Year. (FYI, Step 2 is to "Review and update your Will or Trust". A portion of the video cut out in the editing process during that part somehow and I don't know how to add texts to videos yet, lol)
Hello Everyone, welcome to my channel! My name is Chantay Moore and I am a Certified Financial Educator. I have over 13 years of experience in the financial industry and working 1 on 1 with hundreds of families to reach their financial goals. If you want to connect with me, feel free to schedule a complimentary 30-minute phone call using this link: bit.ly/talktochantay
Link to video about the importance of adding beneficiaries to all of your financial accounts and insurance policies:
Link to video about the Rule of 72:
Link to video about finding a financial professional to work with:
Please use the information offered responsibly. Nothing mentioned here is to be construed as any type of financial advice.
Another Disclaimer:
This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities, financial services or other non-specified item. Securities products are sold by prospectuses that contains more information about the product's fees, charges and limitations, and can only be offered by a qualified registered representative. All figures are for illustrative purposes only and do not reflect an actual investment in any product, nor do they reflect the performance risks, expenses or charges associated with any actual investment. Past performance is not an indication of future performance. Actual results may vary substantially from the figures in any example. All rates of return are hypothetical and are not a guarantee of future performance of any asset, including insurance or other financial products. Higher rates of return have been associated with higher volatility.

0 Comments