Five Tips to Help You Start 2024 on a Solid Financial Footing

The Dreamers Podcast

As we approach the end of 2023, it's the perfect time to reflect on our financial habits and set the stage for a successful 2024.
Purchasing things to reward yourself for all your hard work can be quite tempting, but it shouldn’t be done at the expense of your future financial freedom.
That’s why it is important to strategically plan for our future and long-term needs.
In this episode, I'm excited to share five practical tips that will empower you to end 2023 on a strong note and kick off 2024 with a solid financial foundation:

1. Stick to your budget during the holidays
2. Review the beneficiaries on all of your accounts
3. Create or update your estate plan
4. Review all of your subscriptions and negotiate your recurring bills.
5. Start planning for tax purposes

Wishing all the Dreamers out there a prosperous new year filled with financial success and the realization of your goals!
Dreamers' Wealth of Wisdom

• Do not overspend so that you can end the year on a good note and you can start on a good note.
• Have a budget that you will stick with.
• Have an estate plan so that you can designate a guardian for your minor children.
• It's important that your investments are aligned with your risk tolerance.
• Make sure that we are investing in a way that makes us comfortable.
• It's always a good idea to look at your investment and make sure that it's properly aligned.

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