Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustments in June, financial awareness assessment in August, Social Security strategy in September, open enrollment period in October, long-term care awareness in November, and RMD deadlines in December.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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