Reflecting on your financial health during the holiday season can help you consider what worked and what didn’t work related to your personal finances this year. As you head into the new year, are there changes you can implement to start the new year off right? Learn from your mistakes, and choose to keep doing what’s working.
Taking one small action can improve your feelings about your personal financial situation.
Get a jump start on tax season by checking your tax withholding amounts now.
Learn how to find money for financial independence by tracking down old employer retirement accounts.
Business owners should save for retirement outside of their business
There are many options for business owners when it comes to retirement savings. Learn more about the best option for your situation.
Learn how to choose the workplace benefits that are best for you during open enrollment.
Navigating uncertainty in financial planning.
Learn the basics about choosing investments for your 401k money.
Changes at Tree Fort Financial, for my clients.
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Asking these questions after a purchase can help you get clear about your money’s purpose.