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

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

Get Started with Get started with Anna’s team

Stay updated on future articles, shows, and podcasts