New Haven, Conn. (WTNH) – The new year is right around the corner and today’s CT Style guests say this is a great time to review your financials. Michael and Laura Lehrhaupt from Strategies for Wealth Management joined CT Style Host Natasha Lubczenko in the studio, to discuss important financial action steps we need to be taking, especially at the end of the year.
Watch this interview, as Michael and Laura share details on these 3 important
tasks that are vital to your financial well-being:
- Look at your statement and know your FEES
- Look at your statement and review your RISK LEVEL
- Look at your statement and know your ACCOUNT PERFORMANCE
Remember, you can’t manage what you don’t measure, and reviewing your year-end
statements will allow you to assess if you need to change anything for the new year.
To learn more, visit the Strategies for Wealth Management website: www.strategies4wm.com
Be sure to catch the Lehrhaupt’s TV show, “Rock Your Retirement” airing on WTNH Channel 8, Sunday nights at 11:30pm.
Strategies for Wealth Management has been in business over 30 years in CT. Their main office is in Shelton CT, with an office in Rocky Hill and virtual capability all over the country. They help clients protect and grow their hard-earned money so they can achieve financial freedom, growth and stability.