Glenn Johnson of Jabez Financial relates the MLB trade deadline to the benchmark of checking in with a financial advisor in the middle of the year. Glenn explains how people may think their investments look fine, but how he can see what’s really going on – and how that often is different. Glenn also discusses different things people need to prepare for, such as which accounts they should draw income from, if they have a RMD due later. And Glenn shares his methods on how often he checks in with clients.
Set up your complimentary meeting with Glenn to learn more about how Jabez Financial can help you plan your financial future. Go to JabezFinancial.com or call 860-390-0093
Glenn has authored a chapter in the book “The Motivation Manifesto” – find it here: https://jabezfinancial.com/book/
Facebook: https://www.facebook.com/JabezFinancial
If you want to attend The Manumit United Christmas party on December 6th , call the office or email KML@jabezfinancial.com. This is a great opportunity to network with others and celebrate a holy day.
See omnystudio.com/listener for privacy information.
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