Sales SamplesTEST

Financial Advisor

 

YOUR COMPANY

1060 Broadway #1161

Albany, NY 12204

 

Phone:  800-243-5334

Fax:        800-720-0780

 

Email: sales@ltmclientmarketing.com

Website: www.letstalkmoney.com

July/August 2023

A Financial Wellness Checkup

Financial health. Clipping path included.

How are your finances doing? If you're not sure, it may be time to take steps to assess your financial health.


Find your net worth.
Net worth is what you own — savings, investments, cars, property, valuables — minus what you owe — loans, credit card balances, car payments, mortgage, etc. The result is your net worth.


Review your budget.
See where your money is going and make adjustments.


Start an emergency fund.
Set aside money from each paycheck for unexpected expenses.


Contribute to a retirement plan.
Join an employer’s plan or open an IRA.


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YOUR COMPANY and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Specialists LLC, an unrelated third party. Articles are not written or produced by the named representative.

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