Jack Burnette and Alison Castellano kick off this year with a bang, as they list financial tips and tricks that will set you on the path to success in the new year. Whether you’re looking to finally tackle that mountain of debt, boost your savings, or make strategic investments, they’ve got you covered. 

Obtain beneficial information about the importance of budgeting, emergency funds, investing, the role of a good financial advisor, and the need for proper asset allocation when planning for retirement. 

Start the new year off right as you gain insight into:

• The importance of creating a financial budget
  
• Reviewing your subscription services and how to remove unnecessary costs
  
• How a financial advisor can assist you with proper asset allocation
  
• Estate planning considerations and making sure your plans are up to date
  
• And more
  

Resources:

• Financial Intimacy: Money Date (Ep. 10)
  

Connect with Alison Castellano:

• Iter Financial Wellness
  
• LinkedIn: Alison Castellano
  
• Email: Alison Castellano
  
• Call Alison: 205-504-9868
  

Connect with Jack Burnette:

• Iter Financial Wellness
  
• LinkedIn: Jack Burnette
  
• Email: Jack Burnette
  
• Call Jack: 205-613-4994
  

Connect with RFG Advisory:

• RFG Advisory
  
• LinkedIn: RFG Advisory