If you’re planning to make financial resolutions for the new year, experts recommend that you start by evaluating the state of your finances in 2024.

In the realm of financial planning, clients often grapple with forming tangible, specific goals. They may fall back on heard phrases like "saving for retirement" or "buying a house", or respond ...

Financial goals come in all shapes and sizes ... might be overspending and gives you control over your finances. For example, consider whether dining out is worth the expense or if you can ...

To focus on your financial wellness, you can set one or two goals focusing on your relationship with money. For example, you could find ways to address and resolve financial trauma, or you could ...

Here’s an example: Rather than stating you’ll build ... untouchable account. For my friend’s investing goals, I pointed her towards regular savings plans offered by several brokerages ...

For example, automating savings can remove the ... Regularly discussing financial goals, fears, and victories creates trust and alignment. My spouse and I set aside time for an in-depth financial ...

Melissa Houston covers financial issues that affect women in business. No financial goals mean no plan for investing in your future. You may fail to take advantage of wealth building opportunities.

This self-discovery process separates personal desires from societal pressures, so your goals are personal, not external. For example, if a personality test shows that financial security is highly ...