2017 To Do List

January is over. How are you doing on your New Year’s resolutions?

“What do you need in the New Year? You need a dream; your dream needs an action; and your action needs right thinking!
Without right thinking, you can have only unrealized dreams!”
― Mehmet Murat ildan

We all know how hard New Year’s resolutions can be to keep up, especially resolutions related to financial goals. But keeping these resolutions can yield the best results for your year if you can find ways to keep them going. According to Forbes.com, there are a number of ways to make sure you stick to your financial guns in 2017. Here’s a quick summary of a few of them:

Set specific & realistic goals.

Instead of saying to yourself “I’m going to pay off debt or save more money,” focus on saving a specific amount or paying off a credit card with the highest interest rate by December 1st. Be realistic with yourself. If it’s not practical to pay off an entire balance, aim to pay 50% off or save a certain amount each month.

Make money resolutions that aren’t about saving more, spending less, or reducing debt.

It’s just as important to focus on administrative and legal tasks as it is specific savings goals. Making sure you have the right beneficiaries listed on assets such as insurance, retirement, and investment accounts and securing a comprehensive estate plan with a will, trust, and guardianship documents if you have kids will have direct effects on your financial health for this year and beyond.

Resolve to address the financial problem that’s stressing you out the most.

Maybe it’s a fear of not being able to handle an unexpected expense like a pregnancy or a medical emergency. Maybe you’re overwhelmed about where to begin to make sure your kids and your assets don’t end up in the hands of the wrong people. At the least, identify these issues and choose to start with the one that will help you feel better about your financial health. Now is an awesome time of year to get this done and put those worries behind you.

Ensure your family is protected.

If you haven’t started your estate plan yet, we understand that this isn’t a task you’re necessarily looking forward to. So we promise to make the process easy, efficient, and enjoyable.

If you’re interested, we can discuss the details at one of our free workshops or complimentary education consultations. You can check out our upcoming workshop dates, schedule a one-on-one meeting by clicking here, or call us at 678-744-7873.

We look forward to meeting with you. Here’s to tackling some of the most important resolutions this year!