Cover Your Assets

Financial Resolutions in 2025


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Logan and Don discuss the rising trend of financial resolutions among Americans, emphasizing the importance of accountability and specific goal-setting. They explore common financial goals such as saving more, paying down debt, and preparing for retirement. The discussion also highlights the emotional aspects of financial planning and the necessity of having a solid plan to manage investments effectively.  Logan and Don encourage couples to engage in financial discussions together and offer insights into retirement planning, including the evaluation of pension options.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

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Cover Your AssetsBy Logan Marcus