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A huge portion of the U.S. population set themselves one or more New Year’s Resolutions at the end of 2024. These goals are typically personal, focused on fitness or learning a new hobby. For many, financial goals don’t seem to fall into the NY resolution category, but they absolutely should.
JP Morgan recently released their Top 10 tips for personal financial success in 2025. Almost all types of personal goals can be better achieved with strong financial planning or support, so why not give these tips a read and see how many you need to address?
- Review your wealth plan and goals
- Organize your accounts and estate planning
- Complete annual ‘to-dos’
- Hold the right amount of cash
- Renew your portfolio’s resilience
- Maximize tax efficiency
- Consider making substantial gifts to family
- Plan your charitable giving
- Strengthen family ties
- Be cybersafe in an evolving digital landscape
Why Review Your Finances Now?
“A new year typically brings a host of opportunities, and this year is no different. With a new U.S. president and new leadership in the Senate, we may see changes in tax laws that could affect your future finances. We suggest evaluating your financial situation, reassessing your goals and implementing planning techniques to help set you on a path to success. By looking ahead and exploring your options, you can be confident that you are prepared for any potential changes,” JP Morgan wrote alongside their advice — which we urge you to read in full. (LEARN MORE: Remote Work Increases Happiness And Satisfaction)
How Do You Feel?
Take action by using your voice today. Did you know that lawmakers, business leaders, and even public servants use polling data to inform their policies and practices? These might seem like simple questions, but answering them can have far-reaching impacts on the world around you.
Don’t let your voice be lost in the ether of the Internet! Take control and take back your power today by signing up to take a poll — take all of them if you like!