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Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry January and Veganuary are great ways to get a little healthier quickly. But while these require commitment every day, money goals can often be front-loaded with organization and then automated, so they happen in the background while you’re reading, working out, and spending time with friends and family.
We’ve focused on five things you can do to get your finances in shape – and keep them healthy – in 2022.
Budgets aren’t just about limiting what you spend. They are a great way to get a freeze-frame of your money journey that you can then update in real-time as you move forward. Either create a spreadsheet or download a popular app, whichever appeals to you. There are four key pieces to know:
• After-tax income – make... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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