Happy New Year everyone!! Are you ready for 2023? Have you completed your Annual Financial Check-up? One of the best investments you can ever make is in yourself. So, how do you accomplish that? Make a decision to work on a healthy lifestyle such as walking daily and a healthier diet. However, it is also important you review and update all of your personal financial information such as:
+ Addresses and Beneficiaries on all policies and investments
+ Is your retirement plan performing to your satisfaction?
+ Are you taking advantage of the company match with your employer’s 401k or Simple IRA?
+ Do you have the correct amount and type of Life insurance for yourself and your family?
+ If you are over the age of 40, do you have a Long-Term Care policy?
+ If the answers to any of these questions are NO and you would like to set up a complementary review, please call Bob or Betty Kendra at Kendra Financial Group. Agents of New York Life Insurance Company.
706-364-1477 - 4210 Columbia Road, Suite 4B, Martinez GA 30907.
Kendra Financial Group, LLC is not owned or operated by New York Life or its affiliates.