In this conversation, Logan Marcus discusses various aspects of retirement planning and financial management. She cover topics such as consolidating retirement accounts, creating a budget, cleaning up financial documents, building an emergency fund, reviewing insurance policies, planning for bucket list activities, reviewing financial resolutions, boosting savings incrementally, practicing critical thinking, increasing contributions to retirement accounts, automating contributions, utilizing tax minimization strategies, managing risk, and avoiding herd mentality. 

You can reach Logan Marcus by calling 800-874-8380.

Alpha Omega Wealth

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