January 2020

A new year! Time to open a new calendar, turn over a new leaf, marvel at the opportunity the next 12 months can bring. As we begin 2020, and a new decade, it’s easy to get ambitious, let your imagination run away and dream up big ideas and goals for the coming year.

Whether it’s something you want to take on at work, a personal goal that rolls over each year, a financial milestone you want to achieve, or a to-do list item that you will finally cross off, having a goal and working toward it gives you purpose and drive. How you decide on goals and the steps to get there can be tough. We’re here to help you achieve all your goals, whether they are incredibly specific or more financially holistic in nature. This month, we’re talking about how to define, and achieve, your goals!
THE DREADED SELFIE
Before you can set a goal and start to move forward, you must put in the hard work of self-reflection. It can be tough, looking back at successes, missteps, your strengths, and where you may need help. While it is nice to revisit the great stuff – wins and successes – self-reflection requires you to be vulnerable and open yourself up to a full appraisal. Only after self-reflection can you begin to identify your goals.

TELL ME WHAT YOU WANT, WHAT YOU REALLY, REALLY WANT
It’s common belief that setting goals will lead to success. It’s also common belief that life will be better after reaching those goals. Whether your objective is financial, personal or health-related, you just need hard work to get there. So, why do many of us reach a goal only to discover it was the wrong one, or that we missed out on living our lives in the process? Learn how to set the right goals for the life you want.

FUNDING YOUR FUTURE GOALS
Budget! The word is almost as dreaded as “diet.” An easier-to-digest way to think about it may be as a spending and savings plan. Having one for the year will help raise the odds of achieving your goals. Anyone can say they want to purchase a house or retire. But is something really even a goal without a proper plan in place to accomplish it? Read how a spending and savings plan can serve as your path to financial freedom!

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