Retirement Blog

Start Fresh This New Year!

January 6, 2022

Did you know January is Financial Wellness Month? What better time to take stock of your financial strategy!

The first step is to understand where you are on your journey now. We encourage you to conduct a spending review of last year. Start by gathering your monthly expenses, which includes:

  • Rent/Mortgage
  • Insurance
  • Transportation
  • Utilities
  • Food
  • Entertainment
  • Clothing
  • Emergency Fund

Use this worksheet to help you get started! This analysis will give you a better understanding of where your money is going. We can work together to determine steps to improve for the new year; we are here to help you make 2022 a successful year!