In this episode of Your Financial Plan-it join Jordann Andrusiak and Caryn Fields as they discuss some new year resolutions and a check list of items you should take care of during the year. This is a great resource to check you are starting 2024 in the best way possible with your financial plan.

As a new member to our team, Caryn provides a brief introduction to herself as she co-hosts her first podcast with Synergy Capital Solutions.

As changes in your life occur, are you adjusting your financial plan accordingly throughout the year? Some main topics in this podcast include:

-Life changes updates (Retirement, new family members, residence, ETC.)

-Financial plan updates

-Estate plans

-Tax changes

-Retirement planning

-Income and budgets

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.