New Year, New Finances

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help boost their financial fitness in the new year. Chris, Scott, and Jeff offer their commentary and suggestions on the five following financial resolutions: 1. Resolution 1: Creating a budget. 2. Resolution 2: Managing your debt. 3. Resolution 3: Optimizing your portfolio. 4. Resolution 4: Preparing for the unexpected. 5. Resolution 5: Protecting your estate.

https://www.schwab.com/learn/story/new-years-financial-resolutions-get-your-finances- in-shape

Chris Boyd New Year Resolutions

Financial planning 2023

Budgeting and debt management tips

Portfolio optimization strategies

Estate protection advice

Scott Birmingham financial insights

Jeff Perry investment strategies

Schwab financial resolutions article

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