So, it’s a new year and time for reflections and resolutions.
What did you accomplish last year?
What are you looking to accomplish this year or maybe next year?
Do you have a resolution?
Do you believe in them?
I don’t always feel resolutions are attainable. It’s usually a large goal and can become overwhelming.
What if you broke down your goal into manageable pieces or have a few small ones?
If your goal is to save more money this year, I’d like to help you make it a reality. Do you have a budget? Take a look at the sample below and use it as a guide …it even has the calculations :). Keep it simple. Feel free to reach out with any questions you have. I’d be happy to share them in future blogs.
Miri Upton is a dedicated Financial Adviser, working with individuals, families, and business owners to organize and simplify their financial lives. With a focus on education and empowerment, she is passionate about providing tools to help fulfill their hopes and dreams. Miri currently holds Series 7 & 66 Registrations, Life, Health & Accident Insurance Licenses and have received the CRPC® and CRPS® designations. Whether your goals are to save for retirement, education, estate planning strategies, or risk protection, Miri can customize a strategy for your specific needs.
I’ve enjoyed taking on new challenges and responsibilities throughout my career, including positions with Wells Fargo Advisors, Smith Barney and PNC Investments. Securities offered through Securities America, Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Securities America are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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