Weston Lindeman is part of the all-star team at Roberts Wealth Management.  In this episode he discusses financial goals for 2024.  He identifies good goals to establish, how to get started, and offers tips on how to stay on track.  Some of the goals include maximizing your savings efforts, creating a spending plan, paying off debt, building an emergency fund, proactively planning for taxes, and reassessing assets.

Contact Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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