Broker Check

New Year Checkup

| December 26, 2022

The New Year is almost here, and the time is right for hot chocolate, indoor activities, and fun. It’s also a good time to consider a few financial goals. Here are some questions to ask yourself with the year to make and keep your New Years Resolutions.

  • Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may warrant reviewing your goals.
  • Credit score looking good? Double-check your credit score for any red flags. This can be a good way to catch issues like identity theft early.
  • Contributions on track? Consider increasing your contributions to any personal or workplace-sponsored savings plans if it suits your goals.
  • Scheduled spending still make sense? Look at any impacts you've felt due to market volatility. Do your plans for the rest of the year align with reality?

If these tips have you thinking, please feel free to reach out. I’m happy to discuss your financial picture this New Year or any time.