Financial Advantage w/ Douglas Marion: Back-to-Routine Money Reset: Taking Stock Before the End of the Year

Financial Advantage with Douglas Marion

Summer can be tough on a budget. Vacations, dinners out, family activities and those unexpected expenses have a way of adding up. With fall around the corner, Douglas Marion says this is a good time to take a quick look at where you stand financially. Are your savings still on track? Did summer spending get away from you a little? Are you prepared for the expenses coming later this year? In this week’s Financial Advantage, Douglas shares a simple back-to-routine money reset to help you make a few adjustments now—before the busy and expensive final months of the year arrive.

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Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability

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