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Month: December 2024

Prepare for your best financial year yet in 2025

These years seem to pass by before we know it. Going into 2024, some of you may have said “This is the year I _______,” and then you blinked and it’s December. That’s why it’s so important as we turn over into 2025 to have a solid plan to position yourself for financial success. I’m going to mention four areas to look at, but your individual plan may look different. Either way, taking care of these things now can help ensure that your money works effectively for you throughout the year.

What to expect when you’re expecting (to retire)

Sometimes the question of when to retire is easy. Your occupation has a mandatory retirement date, or your pension kicks in after a specific number of years. Most of the time, though, it’s up in the air. Maybe you’re waiting to draw Social Security, or until you’ve saved towards a certain number, or when you’re age-eligible for Medicare. There’s no one-size-fits-all. 

Make your dollar count this Christmas

Despite rising prices and tightened budgets, holiday spending remains as robust as ever. The average shopper plans to spend more than $1,000 on gifts this year, not to mention the additional costs of travel, hosting, and special events.

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