Mid-Year Financial Checkup: Keeping Your Plan on Track
How a Mid-Year Financial Checkup Can Help You Reach Your Goals The middle of the year is a great time to assess financial progress, adjust goals, and address any changes that may impact your overall plan. A mid-year financial checkup provides an opportunity to review income, spending, savings, investments, and tax planning while there is still time to make adjustments before year-end. By taking a proactive approach, you can evaluate whether you are on track with your financial goals and identify areas for improvement.
New Year, New Goals: Planning Your Money Moves for 2024
Smart Money Moves: Will You Start the New Year with a Roadmap to Success? The coming of a new year inspires much thinking and planning. You may be looking for ways to structure and organize your life to be prepared for a brand-new year, especially when it comes to your personal finances. As you plan your money moves for 2024, it’s important to consider both short- and long-term goals. It’s also beneficial to arrange finances for emergencies or unexpected situations. How should you plan your money moves for 2024 to ensure economic stability and prosperity? Here are key strategies […]
Three Financial Resolutions for Widows in 2024
Positive Steps for Facing New Financial Realities Losing a spouse is a devastating experience. The emotional toll is difficult enough, but many widows also face looming challenges to their finances. According to the most recent data available from Congressional Research Services, 15.5% of widows aged 65 or older live below the poverty line, compared to 5.8% of married women. While there’s a lot that the recently widowed must process, it’s important to take a few key steps to ensure financial stability for the future. With that in mind, here are three financial resolutions for widows to take in 2024.
Four Financial Resolutions for a Prosperous New Year
Positively Impact Your Financial Health for the Next 12 Months and Beyond There’s never a bad time to think about improving your personal finance habits, but the start of a new year offers a timely opportunity to assess where you are and where you’d like to be. Financial resolutions are common, usually appearing in the top five types of New Year’s resolutions. If this is an area of focused improvement for you in 2023, review the four financial resolutions below and determine if they suit your needs.
7 Tips for Setting Money Goals in the New Year
Are You Ready to Harness New Financial Opportunities in 2023? As the end of one year rolls into the beginning of the next, you may be too distracted by the ball dropping to focus on setting money goals. However, this is the ideal time to make financial resolutions that will be actionable in the New Year. Whether you hope to focus on retirement planning, investing, purchasing a vacation home, or any of the other myriad money goals that may be on your mind, the following seven tips can help you start setting financial goals that will serve you well.