6d (edited) • General discussion
Whats my next move?
I am 50+. I have Checking/Savings accounts, a 401K(Company match), a Roth CD, savings accounts, CD's (Started a Ladder) and I just opened my Charles Swab broker account 1/29/2026 (Haven't yet invested). I am currently working on a budget. I need help with my 2026 financial PLAN.
- Wealth Twins what should I do next?
- Do have videos, 1-on-1 Counseling?
- Should I upgrade my Skool account to fast track my process?
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Whats my next move?
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