The new year is perfect for resetting and focusing on your financial health. Whether you’re looking to reduce debt, increase savings, or secure your future, expert insights can guide your way.
Here are seven ways to get started.
1. Start With Family Money Conversations
Open discussions about money can improve communication and build trust. Schedule at least two family meetings this year to cover financial priorities like estate planning and caregiving needs for older generations.
Discuss topics like long-term goals, intergenerational wealth, and financial resolutions to keep everyone aligned.
Pro Tip: If you have over $150,000 in savings, Zoe Financial can help multigenerational families manage wealth effectively.
2. Revisit Your Budget and Spending Habits
