Three tips to reset your finances in 2022

Three tips to reset your finances in 2022

At the start of a new year, people often make resolutions about things they want to change going forward. Finance is one area in which resolutions are made – and often fail. It’s good to make a resolution to make positive financial changes, but without a sound plan, we set ourselves up for failure. Here are three tips to help you develop your plan – simple steps that can set you on a path to a better financial future.

What’s your retirement plan?

What’s your retirement plan?

Seeing and personally experiencing the difference in the lives and families of those who make a financial plan and those who don’t compels me to continue working to help people make choices that bring peace instead of regret.

Life changes quickly, so Have A Plan

Life changes quickly, so Have A Plan

I speak to people daily about developing a plan for their retirement that has built-in flexibility. I share my experiences of caring for both my parents, and now my in-laws. I talk about how quickly life changes. My husband Lee suffered a stroke at age 51; our lives changed drastically that day. I know well the emotional and financial toll of health challenged and caring for aging parents.

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