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Financial wellness: planning for your financial future

Planning and ensuring your financial wellbeing for the future can seem like a daunting task. But with the right strategy, tools and tips, it’s a lot easier than you may think.  

Watch this on demand webinar to hear Baker Tilly Wealth Management (BTWM) professionals discuss actions you can take now to meet your current and future financial obligations. BTWM professionals discuss how to formulate a budget and reduce overall debt, the importance of diversification in investments and why accounts like an HSA are a smart move. They also discuss the current state of the market and how the economy may or may not affect your investment and savings strategy now and as you look ahead.  

For more information on financial wellness, contact our wealth management team.

Ready to start budgeting?

Contact Matt or David to request our budgeting worksheet, which will help you start tracking your monthly expenses and gain insight into your spending habits.


Market Pulse

Interested in more information on the market? Visit our Market Pulse page, where BTWM advisors summarize changes in the economy and lend insight into market behavior.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International.

© 2023 Baker Tilly Wealth Management, LLC

David DuBrava
Senior Advisor, Wealth
Timothy Hole
Managing Director
Matt Payne
Senior Advisor, Wealth
Jeremy Robert
Managing Director
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