Unlocking Success in 2024: Start or Finish?

Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it’s found in the finish. What’s your focus for 2024? Whether you need to kickstart new financial habits or follow through on existing plans, I’m here to help you navigate the journey.

Financial success often hinges on effective beginnings and successful completions. This year let’s work together to initiate valuable habits like automatic savings, strategic budgeting, and a tailored financial strategy aligned with your long-term goals. If there’s anything left unfinished from 2023, let’s tackle it head-on for a more financially fulfilling year ahead.

The start of the year is an ideal time for us to connect and discuss your aspirations. Starting on the right foot positions us for a year of financial achievements. Reach out to share your hopes, dreams, and plans. In the meantime, peruse the articles below for additional financial insights. Here’s to unlocking value and achieving financial success in 2024!

Forget new year’s resolutions, make a ‘24 for 2024’ list instead

Dec. 28, 2023

Setting goals for the upcoming twelve months is much more achievable — and much more fun.

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How I, and Everyone Else, Got 2023 So Wrong

Dec. 29, 2023

To invest wisely in 2024, we have to decide why the economy defied expectations.

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4 Money Trends Worth Following To Fix Your Finances In 2024

Dec. 30, 2023

Here are four popular 2023 trends, that if you continue to follow into the new year, can help you…

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What Social Trends Taught Us About the 2023 Economy

Dec. 20, 2023

From girl dinners to ChatGPT, a look back at the trends that broke the internet and taught us…

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9 Financial Mistakes to Avoid in 2024

Jan. 02, 2024

I know you’ve been told everything you should do, but what about everything you shouldn’t?

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How to Create Your Own 'Year in Review'

Dec. 21, 2023

As the year comes to a close, it’s easy to miss out on valuable opportunities to accelerate our…

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