Ten Things to Consider When Planning New Year's Financial Goals

As we begin the New Year, it is crucial to plan one’s financial goals strategically. Preparing is always beneficial, given the uncertainties of an evolving global economy and fluctuating markets. Here are ten things to consider when planning New Year's financial goals.

Reviewing your financial situation can help you evaluate your financial health and set the stage for wealth growth in the coming year. Here is an end-of-year financial checklist to work through as you pursue being on top of your financial game.

The onset of a New Year often brings a spirit of change and improvement. One area of life that often receives excessive attention in the New Year is our finances.

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult.

2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

2021 is a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you will be later.

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals.

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives.

The start of a New Year is the time when most people decide to implement changes in some areas of their lives.  Whether it is health or money related, starting the New Year off with a plan feels good!

Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying a robust stock market which makes now a prime time to meet.

The Starting of the New Year has many of us making resolutions to make changes in some part of our lives. Whether it is health or money related, starting the New Year off with a plan feels good!

Here we are in the last quarter of 2017! Reviewing your retirement accounts is essential, but do you realize the benefits of evaluating at the end of the year? Fall tends to be a time many people start thinking about next year and what they want to accomplish.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.