1. Retirement Contributions – Make 401k, IRA or employer contributions.
  2. Charitable Contributions – Give cash or appreciated investments to your favorite charities.
  3. 2021 Reflection – Did I save, give, spend intentionally, and pay off what I had planned? If so, celebrate! If not, why?
  4. 2022 Plan – How much will I save, give, spend intentionally, and pay off? Discuss this with someone and set it up for next year!
  5. Be thankful and enjoy time with people you love – Gratitude keeps you in the moment

“Automate your priorities and they will happen…automatically”

Happy Holidays!

Posted in Debt, Financial Planning, Retirement

Leave a Comment