Top Financial Tips to Take With You Into the New Year | |
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Greetings,
We hope you had a wonderful holiday season and feel refreshed heading into 2024!
The start of any new year is the perfect time to evaluate where you’ve been and where you want to go in the coming months. This month, we look back on what factors helped prevent a much-feared recession in 2023. We look ahead at what you can expect when buying a home in 2024, America’s money goals in the new year, and how clutter may be unexpectedly costing you. To keep track of your new goals, we also provide a complimentary annual financial to-do checklist you won’t want to miss.
Again, we wish you a prosperous new year and encourage you to reach out with any questions. We are always happy to help.
Sincerely,
EFS Advisors | The Hanson Group
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Download Your Complimentary Annual Financial To-Do List Today | |
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Now is the perfect time to address your financial, business, and life priorities for the coming year.
This complimentary download suggests considering various methods such as investing, saving, and budgeting to achieve specific goals, like building a retirement fund or creating an estate strategy.
Get your copy today to make more informed choices about your financial future.
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What to Expect in 2024 if You Want to Buy a Home
There are signs of improvement for the housing market in 2024
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7 Ways Clutter is Costing You
The New Year is a perfect time to de-clutter, and here is how organizing your living space can save you money
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Adell Hargreaves
Named a 2024 Five Star Wealth Manager Award Winner
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EFS Advisors® is proud to announce that Adell Hargreaves has been named a 2024 Five Star Wealth Manager Award winner. This marks Adell's fourth consecutive year receiving this recognition.
To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo thorough regulatory and compliant reviews.
We invite you to look for her announcement in the January 2024 issues of Mpls.St.Paul Magazine and Twin Cities Business. Congratulations, Adell!
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The Hanson Group is pleased to announce the addition of Jonna Duke, the new Administrative Assistant to our team.
Born and raised in Minnesota, Jonna has a long financial services background with over 15 years in the industry. In 2020, she dedicated 3-years to supporting her children’s education, working with a startup school. She has returned to financial services with a passion for providing excellent customer service to education professionals and beyond. She is known for her attention to detail, compassionate listening, and excellent communication. When she is not at work, you can find her teaching the occasional yoga class to veterans or on the BMX track, roller rink, and ski hills with her family.
Please join us in welcoming Jonna to the team!
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On behalf of everyone at The Hanson Group, we hope you had a wonderful holiday season, celebrating with family and friends. Here are a few snapshots from this special time of the year, doing what we love best. Adell and her husband, Corey, shower their son with kisses under the mistletoe, and Scot displays his latest catch. | |
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The start of a new year serves as an opportunity for many to set new goals and commit to better habits. But what happens when the energy and excitement after the ball drops wears off—and how many New Year’s resolutions fail to come to fruition?
Below, we explore exactly what types of goals are set for 2024 —and by whom—and what statistics say about the likelihood of those intentions becoming reality.*
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- 62% say they feel pressured to set a New Year’s resolution.
- Women (64%) feel slightly more pressured to set a resolution than men (60%).
- 48% say improving fitness is a top priority in 2024, while 36% cite improved mental health as a top resolution (respondents could select more than one).
- 55% say physical and mental health are of equal importance.
- More people cite improved fitness as a top resolution (48%) compared to improved finances (38%), improved mental health (36%), weight loss (34%) and improved diet (32%).
- Women (36%) and men (36%) equally cite improved mental health as a top resolution for 2024. However, women are more likely to focus on fitness (52%) than men (42%).
- 20% of respondents say they keep themselves accountable for meeting their goals. This is a massive drop compared to last year’s survey, for which 77% of respondents said they would keep themselves accountable.
- 80% of respondents feel confident in their ability to reach their goals, and only 6% lack this confidence.
- Men are slightly more confident (82%) than women (79%) in their ability to reach their goals.
- 49% plan on using a fitness app for assistance in sticking to their resolutions.
- Apps are the most popular tool used to maintain accountability. The most popular tools are:
- Diet program (46%)
- Gym membership (43%)
- Habit tracking app (40%)
- Diet/calorie counter app (33%)
- Meditation app (33%)
- 86% of respondents say their New Year’s resolution will have a positive impact beyond 2024.
- 29% say that their resolution will have a positive impact for one to two years, and 57% believe it’ll have an impact for three years or more.
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Securities offered through Advanced Advisor Group, Member FINRA & SIPC Investment Advisory Services offered through Educators Financial Services | 1995 East Rum River Drive South, Cambridge MN 55008 (877) 403-2374 | Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors. Education Minnesota-ESI (“EME”) is not a current client of EFS Advisors (“EFS”) and is compensated by EFS based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services, including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS. For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochure.
*Source: https://www.forbes.com/health/mind/new-years-resolutions-statistics/ Five Star Award Disclaimer
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