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New Year's Resolution Ideas

Ideas for 2022

As we wrap up 2021 and start enjoying the holiday season, many of us are also looking towards 2022 and the goals we have for next year. I’m sure I’m not the only person with “eat healthier” and “get in shape” on my list, but you might want to also consider some financial areas that we tend to overlook. Maybe you want to work on something cash flow related like making a cash flow plan, or contributing to a retirement account. Perhaps you have something related to assets or debts you would like to address like building an emergency fund, reviewing your credit report or paying off some debt. Do you want to start a Roth IRA or review your investment portfolio? Here is a checklist of different financial planning areas you should consider in the new year:

What-Issues-Should-I-Consider-At-The-Start-Of-The-Year-2022.pdf

Other Helpful Resources

Important-Milestones-2022.pdf

Important-Dates-2022.pdf