Money Date: New Years Resolutions We Can Get Behind

Money Date: New Years Resolutions We Can Get Behind

Money Date: New Years Resolutions We Can Get Behind

What is the Money Date? A weekly time to check in. 3 things we review and update:
1. Spending
2. Earning
3. Savings

Quote: “Cheers to the new year and another chance to get it right!”- Oprah Winfrey

The end of the year is a natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three time frames in a way that fills you with confidence and excitement instead of stressing you out.

That’s why we all love and hate New Year’s resolutions: They fill us with resolve and determination, but if we don’t stick to their high ideals, they end up feeling like embarrassing failures.

The problem with resolutions is that they get the time frames all wrong: They’re about trying to fix something from your past out in your future.

• Look back over the past year and celebrate your progress. How far did you come? Why is this a triumph? We often forget to recognize and acknowledge our wins, but this celebration fills you up with morale. I can’t emphasize enough; how daily gratitude changed my life and that’s why I want to you to start assessing what’s been great every week.
• Look at the projects and relationships in your life you’re most excited about and want to carry forward. This great foundation gives you momentum.

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

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