Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals to fruition can’t happen without a clear plan of action and determined effort. This is especially true as we continue to live with lingering effects of above-average inflation and the highest interest rates in over 20 years. To help maximize your investment success and end this year on a financially positive note, we have put together some key ideas:
Financial Health Check-Up
Before making any big financial decisions for the New Year, it’s important to assess your current situation. This requires looking at your whole financial picture to understand what you can achieve in the year ahead. This may include revisiting your budget and examining your debts, knowing your credit score, and determining if your current emergency...