Did you catch Drew White on FOX6 Milwaukee, WITI-TV last week? He shared a “financial checklist” of ideas for 2025 with fantastic tips like paying off debt, coordinating ROTH conversions, working with an advisor to create a plan, and sticking to a budget to promote savings. It’s the most wonderful (and busiest) time of the year. Don’t let financial stress damper your holiday cheer! Need help setting financial goals for 2025? Visit us at milwaukee.nm.com and let’s connect!
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