Financial Goals & The New Year

Summary

The busiest time of year is also the best time to reflect on your financial goals for the year ahead.

Money. Budgeting. Saving for the future.


Why do conversations around money often feel stress-inducing?

The burdensome reality is that money, the very lack thereof, is something that almost 40% of American adults report struggling with.

This includes just ensuring basic needs are met. American’s ability to make ends meet has increased from 34.4% in 2022 to 26.7% in 2021.1

The continuous cycle of just getting by takes priority, making planning for the future seem unattainable and out of reach.

So, how do we make this process more manageable and something you can feel optimistic about?

Are these resources and tips helpful? What would you like to see more or less of?

Let us know below. We want to hear from YOU!

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  1. Reported American’s Report Financial Struggles ↩︎

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