Five Ways to Become More Financially Engaged

Given what’s at stake and the complexities in play, engaging more fully with your finances can seem like a daunting task.

Becoming more engaged with your finances can be a daunting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money. The best news is you can start at your own pace, and you don’t have to go it alone.

Katie Keary, BAM Alliance Wealth Advisor

As a wealth advisor, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE or Dean Dorton Wealth Management. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, The BAM ALLIANCE®

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2018-09-13T12:32:17+00:00