Ep 21: Financial Goals for 2021

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.

Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-21-financial-goals-for-2021/356/ 

What we discuss on this episode:

2:12 – Understand new legislation

3:20 – Understand old legislation

4:36 – Gathering tax documents

5:32 – Adjusting to new income levels

6:26 – Reassessing overall retirement health