Kelley discusses various financial strategies for the New Year, focusing on improving financial positions through budgeting, maximizing retirement contributions, evaluating insurance coverage, and understanding asset allocation. She emphasizes the importance of tailoring financial plans to individual needs and risk tolerances, while also addressing market volatility and inflation.

Reach Kelley Slaught at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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