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How Biden’s Budget Proposals Impact Pre-2026 Planning

Wealth Management

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 279
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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! A little planning now avoids big headaches later.

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New Year, New Financial Goals: Five Tips for Setting Yourself Up for Success in 2025

MainStreet Financial Planning

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Here are six actionable tips to help you kickstart your financial journey in 2025.

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Start the Year Strong: Get Your Financials in Shape for 2025

MainStreet Financial Planning

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. Revise Your Annual Budget Look over your budget from the previous year and make adjustments for 2024.

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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. 2025 Inflation creeps up The U.S. percent to 4.50

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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. A spending plan isnt about restrictionits about intentionality.

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Lock in Success: Your 2025 Marketing Game Plan

Indigo Marketing Agency

Lock in Success: Your 2025 Marketing Game Plan 2025 is on the horizon. Sure, every advisor wants to build relationships that last, and having a solid marketing plan makes all the difference. Below are five key tips to help you lock in success for 2025. 5 Marketing Tips for Financial Advisors Planning for 2025 1.