In, “Is Getting a ‘Financial Checkup’ on Your 2020 Resolution List?,” Lew Altfest, CFA, CFP®, CPA, PFS, Ph.D is quoted on the 5 steps you should take every year to protect your retirement fund. Encouraging practices like a balance sheet assessment, reexamination of your portfolio’s risk level, and spending analysis, Lew shares his insights and best advice on practicing proactive financial habits in the new year.

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