Plan for a Better Financial New Year

The holidays have come and gone in the usual madcap whirlwind we experience every season. As we embark on a new year, it’s possible that some of us are feeling a little shaky after this latest season of spending or, in some cases, overspending. Granted, it can be tricky to balance generosity of spirit with a smart plan for spending… and saving. But, as with all new beginnings, a new year provides us with the perfect opportunity to get back on track, perhaps even better than ever before.

Starting off 2018 on the right financial footing is key to a more solid future, not just this year, but for years to come. Although there are plenty of publications, checklists, and guides for how best to financially wrap one year and open the next, the following are five of the most important reminders I give my clients.


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