Financial Health

Bob Kendra of Kendra Financial tells us how to keep our financial health in check

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.

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