Five ways to get your financial house in order

The Lift WDIO

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The fall is a great time to reassess your financial house. And Michelle Buria, Certified Financial Planner and Senior Director of Choreo, has five things to look at.

  1. Banking relationship
  2. Emergency fund
  3. Workplace retirement strategy
  4. Insurance
  5. Estate strategy
The fall is a great time to reassess your financial house. And Certified Financial Planner Michelle Buria has five things to look at.