TOP 5 FINANCIAL CONCERNS OF AMERICANS

according to 2023 Insurance Barometer Study, Life Insurance and Market Research Association & Life Happens

1. Not having enough money for a comfortable retirement
2. The ability to pay for long-term care services and/or medical expenses due to illness or injury
3. Trouble saving for an emergency fund
4. Simply paying monthly bills
5. Losing money on their investments

When it comes to personal finance it is confusing, overwhelming and not sure where to start hence most of us postpone on taking action, unfortunately that is not a great choice.

I can help individuals and families to understand their needs and create a simple plan which they can understand so that they can be confident about their financial future.

Wish you a wonderful rest of the week.