Financial Resolutions for the New Year

Get inspired to set your new personal and financial goals this year and arm yourself with the tools to give you the success you want.

In this episode Wil and Terri share their personal goals for the New Year and discuss the tools they use to establish their objectives and track their progress. Join them as they embark on this year-long journey to reach their personal goal destination.

Important notes:

• Set goals! Make a list of both personal and financial goals you want to attain for the year and make sure you write them down.
• Use an app to help you stay on track. There are many out there so do some exploring to find the best one for you. We can help you get started with our Money Management tool within online banking. It’s super easy to use and already synced with your accounts for convenience and security.
• Use the Making Goals Personal Roadmap and worksheet to write down your goals and track them from start to finish.
• Consider setting goals that help you plan for securing your family’s future like finalizing a will or estate planning.
• Make this the year that you finally take the steps towards protecting your identity. Open a Better Checking account to guard yourself against identity theft. If you already have one, make sure you activate it to get the most out of this valuable benefit.

 

Links:

• Take charge of your estate planning services with Triangle Financial Group.
• Download the Making Goals Personal Roadmap and worksheet.
• Protect your identity this year with Better Checking.
• Check out Jeff Rose's online article The Top 10 Good Financial Goals That Everyone Should Have For 2019.
• View this episode's transcript.

 

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