5 Smart Money Moves for 2022

With the new year in full swing, it’s a great time to take stock of your personal finances. Some smart money moves to start your new year off right include creating a financial plan, creating and reviewing your estate plan, starting a 529 plan for children and grandchildren, and several others!

Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor, Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual.

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