VIDEO: How to Start a Financial Checklist

Kathy Roeser of The Roeser Group at Morgan Stanley discusses how a person should start coming up with a step-by-step plan to help ensure their financial future, making sure they don’t outlast their money when it comes to retirement. Roeser talked with Make It Better at the Money, Values and Impact event where she explained that a person can set up a timeline each month for their financial planning. She advises a person to figure out their goals, what they want their legacy to be and what they want to achieve with their money.