28SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblr Many of us have great ambitions to start the new year on the right foot financially. But many people fail to meet their goals or keep their new year’s resolutions because they are too ambitious. Changing habits in a short period of time requires a level of focus and commitment that many of us can’t afford in our hectic lives.But resolutions don’t have to be big to have an impact. Small wins early on can help boost your confidence and prepare you for the year ahead. Here are three simple steps you can take today to reduce your stress and improve your financial well-being for the rest of the year.1. Talk to your advisorDiscuss major changes in your personal and professional status with your advisor. Are you changing jobs? Have you added a new family member? Are you retiring or have you received a windfall? In most cases these changes will have a significant impact on your tax situation, your cash-flow and your insurance and estate-planning needs. continue reading »
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