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New Year, New Resolutions… So What Else Is New?
IQP Report with Andy Ortiz
What is NOT new is that as another new year begins, many of us will set ambitious resolutions. It might be diet-related—more veggies anyone? Or perhaps a new workout routine—January is a big month for gyms. Or rounding out the top three—saving more money in the coming year.
This is the IQP Report and money is what we do, so let’s focus on what we know best: helping you achieve your financial goals. Here’s how we’re going to do it:
Set clear, achievable financial goals.
Whether it’s building an emergency fund, saving for a big purchase, or investing for retirement, having specific targets will keep you motivated. Breaking them down into smaller, more manageable steps makes them less daunting.
Automate your savings and investments.
Set up automatic transfers to your savings account and investment portfolios. This “set it and forget it” approach ensures you consistently save and invest without having to think about it.
Track your progress regularly.
Following a comprehensive financial plan ensures that you’ll have a clear roadmap throughout the year. Regularly reviewing your progress helps you stay on track and make adjustments when necessary.
Celebrate your milestones.
Recognizing your achievements along the way, no matter how small, will keep you motivated and committed to those goals you set in January.
So What's the Verdict?
Achieving your New Year financial resolution is not just about setting goals. It’s about having the right support to make them a reality. Partnering with a financial professional like IQ Portfolios can provide the accountability and personalized guidance you need to succeed.
Financial questions?
Just ask Andy!
IQ Portfolios is an independent state-registered investment adviser firm. Always Fiduciary. Fee-Only.
800-558-7969
iqportfolios.com
* IQ Portfolios (IQP) is an independent State Registered Investment Adviser Firm located in Windermere, FL. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. A copy of IQP’s current written disclosure statement discussing IQP’s business operation, services, and fees is available upon request.
