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New Year New Blog

I started my “Get to Know Me Monday” posts to allow you to get to know me better personally and professionally and about the various aspects of tax and financial planning that I provide advice. This was designed to make the financial planning process less intimidating, and to help you be more comfortable when asking for financial advice and the importance of having a financial plan. 



As the year draws to a close, this is my last Get to Know Me Monday post. The new year will start a new series “The More You Know”. I will feature topics on tax and financial rules and tips that you may not be aware of. The articles won’t be to make you experts on the topic, but to make you aware of an item that you may not be aware of so that you can either use the tip or learn more about it. The tips will be focused on all areas of tax and financial planning – tax, retirement, estate, college and cash flow.



As we begin the 2022 New Year, people often make new years resolutions that don’t last beyond a few days or weeks. The New Year seems like a great time to make a change, thus making the resolution!  However, turning the page on the calendar is probably not greatest reason or motivation to stick to a resolution.  For any resolution, especially a financial or health related resolution, you need to focus on what the action that you are doing now will benefit your life down the road. Will it provide you peace of mind, provide more opportunities, or allow you to achieve a long-term goal or dream?



Start with small steps.  Take an inventory of where you are. List the goals you want to achieve.  As you gather your tax documents, it is a good time to review those items. When having your taxes prepared or meeting with your investment advisor, talk to your CPA/CFP about your financial goals and schedule a time to get your financial plan started. Having that third party prepare your financial plan, establish an action plan with a timeline, and follow up with you may be the push you need to get you on the path to achieving those financial goals, just like a personal trainer does with your fitness goals.



Happy New Year!



Please let me know if I can assist you or if you have a topic you would like me to discuss in a future blog.


Blog Archive

Please note: Some material may be time-sensitive and may no longer apply.
Please contact us with any questions.
  1. Posted on: 2022-01-10
  2. Posted on: 2022-01-04
  3. Posted on: 2021-12-28
  4. Posted on: 2021-12-20
  5. Posted on: 2021-12-13
  6. Posted on: 2021-12-06
  7. Posted on: 2021-11-30
  8. Posted on: 2021-11-29
  9. Posted on: 2021-11-22
  10. Posted on: 2021-11-15
  11. Posted on: 2021-11-08
  12. Posted on: 2021-11-02
  13. Posted on: 2021-11-01
  14. Posted on: 2021-10-25
  15. Posted on: 2021-10-18
  16. Posted on: 2021-10-11
  17. Posted on: 2021-10-05
  18. Posted on: 2021-08-31
  19. Posted on: 2021-08-03
  20. Posted on: 2021-07-06
  21. Posted on: 2021-06-01
  22. Posted on: 2021-05-04
  23. Posted on: 2021-04-06
  24. Posted on: 2021-03-02
  25. Posted on: 2021-02-02