New year, new episode of Audio ABLE!
Packed with valuable insights to kick-start your financial success in the new year, episode 11 of Audio ABLE lays out the top 5 tips to establish your financial plan, specifically tailored for individuals with disabilities and their families.
Joining us for this discussion is Edward Kemm, a Certified Long-Term Care (CLTC) Private Wealth Advisor. With expertise in assisting retirees, families with special needs children, first responders, and business owners, Ed brings a wealth of knowledge to help you enhance your financial independence.
Here’s a sneak peek into the tips discussed in the episode:
- Tip #1 – Master Your Finances with a Budget
- Tip #2 – Goal Setting
- Tip #3 – Invest Smart, Know Your Risk
- Tip #4 – Purposeful Investments and Limits
- Tip #5 – Unleash the Power of an ABLE United Account
Press “play” to hear the full episode and start your financial planning journey today.
*Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc., is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc., 2874 SW Brighton Way, Palm City, FL 34990.
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