Every New Year’s Eve, people around the globe create resolutions to better themselves in the coming year. Financial matters consistently rank among these top self-improvements. In this article, we’ll highlight how to set financial goals with intention, devise a plan to achieve them, and provide tools to accelerate your progress and boost your confidence.
While loan payments might make up the bulk of your monthly expenses, the good news is that they also provide the most significant opportunities to save. You can unlock these savings through a simple process called a Loan Review, and the end of the year is the perfect time.
With the holiday season in full gear, you likely have wrapping presents on your to-do list. While it’s not quite as fun as gift-giving, now is also the perfect time to wrap up your finances for the year. As the year comes to an end, you’ll want to ensure all your financial ducks are in a row.
As we approach the midway point of the year, now is the perfect time to perform a quick check-in with your finances. Regularly reviewing your saving and spending habits, and making necessary adjustments, helps ensure you stay on track to meet your financial goals.
Your home is more than just a place to live - it’s a valuable asset that can help you achieve many of your financial goals. By understanding how to leverage your home’s equity wisely, you can open the door to a world of possibilities and pave the way for a brighter future for you and your family.
New Year’s Day marks one of the most popular moments when it comes to setting goals, and improving one's financial situation always ranks high. The challenge with financial goals is that they are usually longer term, meaning it’s often difficult to stay motivated when the prize is so far away.
The new year is the opportune time to reflect on your financial habits and set resolutions to improve your economic well-being. When making resolutions, we often set our sights too high, making living up to our expectations difficult. The key to success with behavioral changes is setting practical and feasible goals.
If you’ve ever tried to shed a few pounds, you know there are plenty of diets to choose from. But most diets have one thing in common – they’re unsustainable. It's the same for monetary goals - from trying to save more or cut down on frivolous spending. True success involves lifestyle changes – altering how you view and interact with money (or food).
People look at the new year as a fresh start and opportunity to improve themselves. However, keeping resolutions throughout the year can be challenging. Setting goals as a couple allows you to work as a team toward your targets – holding each other accountable along the way.
Whether it’s trekking across Europe, embarking on a coast-to-coast road trip of the U.S., or cruising through the Canadian Rockies by train, most people dream about that one bucket-list vacation. To many, this adventure remains a dream. But with dedication and planning, it’s often more attainable than people realize.
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