Spring only comes once a year, but a deep cleaning can help your home stay organized and uncluttered all year round. The same can be said for your finances! Financial professional Jason Parker talked with KING5 about 5 tips to spring clean your financial house:
1. Inspect Your Budget
2. Brush Up on Your Goals
3. Rake in Retirement Contributions
4. Clean Up Forms
5. Take Out the Trash
Click here to find out how long to keep financial documents.
Helping with a retirement plan designed to achieve clarity, confidence and freedom.
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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.
