top of page

Weekend Reads for Your Financial Life: Money Goals

How to set and keep money goals instead of New Years resolutions

Welcome to 2023!

The new year is well underway, so if you made a new year's resolution or decided to start a new habit, you probably know by now whether you’re going to stick to it. ;-) Whatever your motivation, bad habits can be hard to break, and new ones can be hard to keep.

There’s no better time than now to do something, though. That's why this edition includes ideas for new habits you can start to move your financial life forward, from saving and investing more to getting your spending under control.

Finally, because there’s a lot going on in the headlines with market volatility right now, I included something about that, too.

Thanks for reading, and have a great weekend!

7 Ways to Save More in 2023 (Plan Your Next Chapter blog)

Maybe you got a bonus or a raise, have a tax refund coming, or paid off some debt. Read this for ideas on how to boost your savings this year. Bonus tip: one of the easiest things to do is bump up your 401(k) or employer plan contribution by 2-3%, assuming you’re lucky enough to have one. Your paycheck will hardly notice. ;-)

Curb Emotional Spending with These 6 Mindful Money Tips ( blog)

Have you ever found yourself browsing online or wandering through a store to buy something and spark a little joy? (Yes, I’m raising my hand here.) If it happens more often than you’d like to admit, you might be an emotional spender. Take the quiz to find out and learn some tips to overcome the emotions that can cause it to happen.

The 8 Best Budget Apps (Nerd Wallet)

“I love budgeting!” said nobody, like, ever. However, it’s oh so necessary if you want to improve your money situation. I encourage my clients to do so by utilizing our planning software’s budgeting module, but there are plenty of other apps that allow you to connect your bank and credit card accounts and make budgeting (sorta) fun.

What is Smart Investing? 10 Ways to Do It (Forbes)

Investing for your future is a worthwhile goal that should be managed according to where you are on your life journey. Whether you’re just starting out, are established in your career, or find yourself dreaming about retirement (or least slowing down!), these investing tips continue to ring true.

What’s Going on with the Recent Market Volatility? (Plan Your Next Chapter blog)

There’s a lot going on in headlines right now, including about inflation, a possible recession, the job market and tech layoffs. While we may be used to a bull market, here’s a piece on what we might expect, and what’s happened in the past during times of market volatility.

If you’ve been meaning to seek advice about your financial life, book a free 20-minute phone call with me to learn about your options.

Sign up for my email list for more money- and investment-related tips like these.



No investment strategy assures success or protects against loss. Investing involves risk, including the loss of principal.


bottom of page