20 Second Advisor: 5 Things To Do BEFORE 2022
- Retirement Contributions – Make 401k, IRA or employer contributions.
- Charitable Contributions – Give cash or appreciated investments to your favorite charities.
- 2021 Reflection – Did I save, give, spend intentionally, and pay off what I had planned? If so, celebrate! If not, why?
- 2022 Plan – How much will I save, give, spend intentionally, and pay off? Discuss this with someone and set it up for next year!
- Be thankful and enjoy time with people you love – Gratitude keeps you in the moment
“Automate your priorities and they will happen…automatically”
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