As the summer heats up, many of us start to cool on the goals we set for the year. By this point of the year, it’s common to start falling back on old habits instead of taking intentional action. But if you want to finish the year strong, you can still channel some of that New Year energy and work toward your top financial goals. Here is how to do a mid-year goals reflection to help you get Continue Reading
Improve Your Money Mindset for the New Year
Every new year kicks off with renewed hope and expectations for the year ahead. We make resolutions, create vision boards, start new systems…that we eventually forget about. If you tend to fall off the wagon year after year, or you’re feeling behind on your goals, you might want to take a look at your mindset. “Mindset” is defined as an established set of attitudes, or the beliefs you hold Continue Reading
Resolutions for the New Year: 5 Great Ideas and How to Implement Them
Every year, 80 percent of New Year’s resolutions fail by February. For most people, their goals for the new year barely last a month, let alone all year. So, how can you set resolutions that are among the achievable 20 percent? If you’re struggling to set goals, here are five ready-to-go resolutions that have staying power: Boost retirement savings If you haven’t changed how much you’re putting 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
Year-End Money Checklist: 2019
The end of 2019 is here already, and with just a month to go, there are some simple things you can mark off your money checklist to set yourself up well for 2020. Prepare for the year ahead with these tasks, and you’ll feel a lot more confident when you ring in the new year. 1. Money Checklist for the End of the Year – Max Out Retirement Accounts Maxing out your retirement accounts is a good Continue Reading
10 Tips for Staying on Budget in the New Year
Are you one of the many Americans who sets a money goal as your New Year's resolution? As a financial coach, many people come to me with money goals in mind, from paying off debt to saving money for retirement. The truth is many people may have the same goals, but everyone works towards achieving them differently. Sometimes managing personal finances can be overwhelming. With a bit of planning, Continue Reading