Financial Milestones

As I was looking for a topic for my last blog of 2023, I thought a look back at financial milestones made this year would be a good one.

Financial milestones are goals you have set for yourself or your business and have achieved. Some popular goals are starting an emergency fund, paying off home or credit card debt, saving for retirement, and increasing current income.

December is a good time to take a snapshot of your financial picture and celebrate your accomplishments. At the same time, you may not have achieved all of your goals and that is OK.

In planning for the new year, learn from your setbacks. Once again, identify and write down the goals you would like to achieve in 2024. Start with a roadmap for your journey. Set a budget, stay motivated, and regularly assess your progress – make adjustments when needed.

These are all important steps in your journey. Remember to celebrate your success, as it helps motivate you to continue toward moving forward to a secure financial future.

I hope some of my tidbits and common sense information I have shared this year have been helpful and I look forward to sharing more financial tips in 2024.

Merry Christmas and Happy New Year!