January 2021

January 2021

Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters 28 Jan 2021

January 2021: 7 Financial Resolutions


Each year at this time, we tend to look back at this past year’s successes and challenges and make our goals for the upcoming year. Without a doubt, we all faced challenges in 2020 but we believe that with some of these challenges, have come opportunities for personal growth.


New Year’s resolutions are one tool that offers us guideposts as we begin the cycle anew. A new survey showed that more than half of adults make resolutions–yet, we know far fewer keep them. The top two resolutions people tend to make, center on money and health. Our goal is to keep things simple and realistic, focusing on resolutions for your finances.

Some may apply to you. Others may not. Some may seem simple, but the foundation of any financial plan must be built on the basics, the fundamentals.

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