The new year is almost here; what are your hopes and goals for 2026? Here are some strategies to help you make real progress toward your resolutions, and have a more successful new year overall. 1. Review Your Year and Celebrate Your Wins Before you set goals for the year ahead, it’s so important to look back at the year you’ve had. If the year didn’t go as hoped, you might be tempted to Continue Reading
2024 Recap: Markets, Economy and What’s Ahead
2025 is primed to be a year of big changes. Between a new presidential administration, interest rates in flux and record-breaking markets, there is a lot to keep an eye on throughout the year ahead. But before we consider what’s to come, let’s take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. stock market hit record highs this year, fueled mostly by Federal Continue Reading
How to Cut Down on Money Stress This Year
So many people try to jump right into making changes in their financial life without spending time working on their mindset. Don’t underestimate the power of your thoughts and beliefs; they can have a very real effect on your success. Here are some ways you can tackle your goals this year with less stress, more confidence and the habits you need to see real progress: Avoiding Money Stress: Continue Reading
The Year End Financial Data You Need
On top of the very busy holiday season, the end of the year also comes with many deadlines for your finances. One way to make checking off your to-dos a little easier is to gather all of the financial data and information you need ahead of time, so you’re not left scrambling the last few days of December. Year End Financial Data: Look into your Flexible Spending Account (FSA) balance FSAs come 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
Getting Ready for the New Year
As 2022 winds down, now is the ideal time to set yourself up for success in the new year. Give yourself time to really look through the past year, what worked, and what you might need to change or adapt in the year ahead. Taking stock of the reality of your situation, whether you’re where you want to be or not, frees up some room for you to dream, make goals and take appropriate action. Not Continue Reading
2022 Finances: What to Expect This Year
After two years of the pandemic, we are seeing the short- and long-term effects it’s had on the economy. Based on how 2021 went, the year ahead will have its own set of challenges. Here are some potential obstacles to watch in 2022, and how to navigate them: 2022 Finances and Inflation Inflation made headlines in 2021, and it will continue in 2022. Prices rose seven percent in December of 2021, 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
Roundup: How to Set Achievable Financial Goals
A few weeks into the new year, how are your resolutions going? Have you veered off course? If you have, you’re not alone: Most people ditch their resolutions by February. If your resolutions are already losing steam, don’t worry: You still have plenty of time to make a plan that works for you. Here’s how to set financial goals that’ll hold up even through another uncertain year: Find the Finish Continue Reading
How to Set Yourself up for Financial Success in 2021
Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it. There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals? The short answer is this: prepare for the worst, but hope for the best. Here’s Continue Reading