Planning for Life Podcast
5 Financial Actions to Take Right Now
Do you know how to keep your financial house in order during the COVID-19 outbreak?
In this special episode, Russell Jacobs walks you through five actions to take with your finances, from negotiating credit interest rates to seizing rare purchasing opportunities.
In this episode, you will learn:
-Why now is the time to negotiate for lower interest rates on debt
-An approach to making every dollar count
-Advice for when to rebalance your portfolio
-How to review your risk management plan
-And more!
Listen now to hear five actions to take with your finances during this pandemic.
CRN202204-263432
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
