A New Year

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The beginning of a new year is the perfect time to get on top of your finances.

Some concrete actions I recommend to get you started are:

In addition to taking these actions, I also suggest figuring out:

  • Your Short-Term Financial Goals – what do you want to achieve in the next 6 months?  Pay off a credit card balance?  Save up for an emergency fund?
  • Your Intermediate-Term Financial Goals – what do you want to achieve in the next year or 2?  Pay off your student loans?  Buy a new car?
  • Your Long-Term Financial Goals – what do you want to achieve in the next 5+ years?  Buy a house?  Buy an investment property?

Setting goals will help keep you motivated!

Happy New Year!

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