For many of us, the financial goals we set in January are a distant memory by June. That New Year enthusiasm can become dulled by the stress and reality of everyday life. But you don’t need to wait until next New Year’s to get excited about your goals again. Summer is the perfect time to get reacquainted with your goals, and see if you need to make any changes to get back on track. Checking Continue Reading
Get Ahead on Your Financial Goals This Summer
As we approach the summer, it can be difficult to stay on track with your financial goals. It’s been several months since you made your goals for the year, so it might be time to get reacquainted with them. The good news is that summer is the perfect time to assess where you’re at, and make a plan for the rest of the year. Plan Out Your Summer Fun Summer can be a fun, busy time of year, full Continue Reading
Review Your Summer Financial Goals
The beginning of the year is buzzing with that motivational new year energy - but what about when summer hits? For most people, their new year’s resolutions are forgotten by February. By the middle of the year, you might find yourself running on autopilot instead of planning and acting with intention. Infuse your summer with some of that Jan. 1 energy, and you can still finish out the year with Continue Reading
3 Ways to Adjust Your Financial Plan During the Pandemic
What goals did you set for your financial plan when 2020 started? Maybe you were going to max out your retirement accounts, contribute a certain amount each month to your kids’ 529 plans or pay off student loan debt. One thing is certain in financial planning: There will always be changes. At some point, plans will change, emergencies will happen, markets will drop. So whatever you had in mind Continue Reading
2020: Financial Goals for a New Decade
The twenties are back! And with them comes a chance to look at the upcoming decade and map out some long-term financial goals. What will your life look like 10 years from now? Where do you hope to be by 2030? The start of a new decade is an excellent opportunity to look not only at the upcoming year, but also at your long-term goals and what you hope to accomplish over the coming decade. One of Continue Reading
How to Stay Motivated to Hit Big Financial Goals
We all have financial goals we’d love to hit “someday” when we have more money. For you, that might be a new house, a car, a vacation or even an early retirement. Sometimes these goals sound so pie-in-the-sky enormous that you’re too intimidated to get started. But saving for anything means starting small, and taking that first step forward. Here’s what to do next time you’re feeling like giving Continue Reading
Financial Goals: Summertime Review
Happy June! Does it feel like you were just setting your goals for 2017? More importantly, can you remember what those goals were? If you forgot about your financial goals for the year by Valentine's Day, you're not alone. Nearly every person who sets resolutions doesn't achieve them. But the year isn't over, and you still have time to make serious strides before the year's end. Or, if you Continue Reading
How to do a Mid Year Goals Check-In
June has come and gone, and we are officially in the second half of 2016! Remember those goals you set for yourself back in January? Most people forget about those a few weeks into the new year. But if you want to stay on track with your goals and plans for the year, it's a good idea to take stock of how you're doing at the halfway point. Start here: 1. Reflect on Your Goals Take a look Continue Reading
Tackling Financial Goals in the New Year
If you’d like to make your money work for you, you probably have a few financial goals for the new year. I work with people every day who are working to do things like save for retirement, plan for college, and pay off their student loans. Accomplishing these financial goals is an important part of creating a secure financial future. But if you're not sure where to start or if you’ve tried and Continue Reading