Starting The Year Out On The Right Foot

What are some different things you can do to start the year out on the right foot financially?

In this episode, we discuss what issues you should consider at the start of the new year. We talk about personal goal setting and how to line up your investments insurance and estate planning up with your goals. We also touch on the importance of an emergency fund to make sure you can have a successful new year.

Here are a few topics we will cover:

• Being purposeful with your spending
• Protect the emergency fund - only using it for true emergencies
• Reviewing your insurances for the year
• Tax notices
• Trusts

Thanks for tuning in. Questions about today's episode let us know.

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