Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether.

Personal financial planning is an ongoing, lifelong process. If we break it down into small, achievable tasks, it’s a lot less daunting and can pay huge dividends to you and your family. Resolve to make yourself financially fit in 2023.

The following personal finance calendar may help you get started:

For more information, please contact KerberRose Retirement Plan Services at (715) 524-6626 or 401kservices@kerberrose.com.