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Finley Alexander Wealth Management - Milestones

Posted at 10:21 AM, Dec 29, 2020
and last updated 2020-12-29 10:21:35-05

Milestones like a new marriage, baby, home, or job are exciting life events, but they can also have an impact on your finances.

Whatever milestone you're celebrating, its a good idea to take a look at your financial documents and update them. Make sure your life insurance beneficiaries are up to date, that college funds or other savings for children are updated.

The experts at Finley Alexander Wealth Management suggest a yearly check for your finances. Use your anniversary or birthday so you won't forget!

Learn more here.