Client Access  |  Careers & Advisory Teams
January 12, 2024

New Year’s Resolutions

Financial Planning Committee

As we enter the first weeks of 2024, we look forward to setting our intentions in the upcoming year. Often, New Year’s resolutions focus on health, habits, or skills. But resolutions can be beneficial for your finances, too. As you begin to refocus and set goals for the year ahead, we encourage you to think about your financial aspirations for 2024 and consider crafting goals to support the pursuit of those achievements. 

INTENTION.

A study released in 2023 by the Financial Planning Standards Board found that people who work with a Certified Financial Planner (CFP®) enjoy life more, have a better understanding of their finances, and are more confident about their finances. If one of your goals for 2024 is to define your financial and life goals further, partnering with a CFP® professional or professionals with comparable designations and experience may help you set intentions – and keep you accountable.

CLARIFY.

Often, pausing to clarify your financial goals or reviewing your budget for larger expenses can provide guidance for the decisions you will make throughout 2024. By taking the time to think through various scenarios, you will become more strategic in your decision-making and have more clarity around purpose and goals.

DECLUTTER.

If you are finding yourself feeling financially scattered, use the new year as an opportunity for a fresh start. In this age of advanced technology, there are many tools and resources to help you organize your finances in the name of decluttering and streamlining.

As your holistic life planner and accountability partner, we at JNBA are here to provide support so you can achieve your goals. Be sure to share with us what you want to accomplish in 2024. If there are ways we can further support you or someone in your life, please do not hesitate to reach out to your JNBA Advisory Team. 

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosure information at www.jnba.com/disclosure

RECENT INSIGHTS

Staying Safe Online

A three-part series on cyber security The internet is a high-speed landscape for instant information, day-to-day communication, and modern conveniences. With the click of a

Read More »