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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

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A Millennial’s Guide to Finances: 5 Things to Start Before You Turn 30

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However, important skills like when and how to manage your finances don’t come naturally to many. According to a 2022 survey by Deloitte, 36% of millennials and 29% of Gen Z cited “cost of living” as their greatest concern. Lesley Tenaglia, a mortgage agent at both Ultimate Mortgage and Finance Solutions Inc.

Finance 280
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2023 Financial Forecast: How to Prepare for the Year Ahead

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And with a new year approaching quickly, it can be a good opportunity to take stock of what’s happened in the past year—in your personal life, career and with your finances—and think about what changes you’d like to make in the year ahead. As you think about your personal finances heading into 2023, credit card debt should be top of mind.

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When Considering Your Investment Strategy, Keep These 3 Rules in Mind

Success

Depending on your goals and financial situation , you may consider allocating a few percentage points of your portfolio to some of the riskier, more volatile investments, with the remainder in more proven, stable investments. This article originally appeared in the January/February 2022 Issue of SUCCESS magazine.

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A Single Mother Struggling to Budget Weighs the Balance Between Just Surviving and Really Living

Success

What I took from this is that, if we don’t deny ourselves small pleasures, we have a better chance of sticking to our main goal. These days, my biggest “little” indulgence is the way I use my credit card reward points. This article originally appeared in the November/December 2022 issue of SUCCESS magazine.

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Tori Dunlap, Founder of Her First 100K is on a Mission to Close the Gender Pay Gap

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It all started with a goal. In the two years since accomplishing that goal, I have gone on to start a multi-seven figure business; attracted a social media audience of more than 3 million; hosted the No. Get familiar with your finances. Knowledge is power, and knowledge of our own finances is especially powerful.

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25 Personal and Professional Development Influencers to Follow

Success

Twice a week, the bestselling author of The High 5 Habit and Stop Saying You’re Fine takes a science-backed approach to any number of personal and professional development hurdles, including eliminating self-doubt, pushing through procrastination, setting goals and more. Photo courtesy of Mel Robbins 13. Steven Bartlett Instagram: @steven (2.3M

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