5 Financial Resolutions for a Happy and Successful 2024

We're revisiting an annual favorite with some new action steps you can take now, to set yourself up for success!  In this video, Dustin with Mundorf Wealth Management and Erin Kennedy walk through the top 5 resolutions you should consider in 2024:

1. Meet Your Match: contribute at least the minimum amount to your retirement accounts to secure your employer's match

2. Contribute More to Retirement: contribution limits are higher in 2024, and don't forget to contribute to your Roth accounts!

3. Create a Budget: one of the most important and often overlooked (if not avoided) steps. You don't know what you'll need to live on in retirement if you don't know what you're spending

4. Insure Yourself: make sure you and your family will be okay in case the worst happens

5. Don't Go Undocumented: make sure to update or create an Estate Plan.

If you'd like to talk through any of these steps to put your financial resolutions in motion, please feel free to reach out to Dustin. Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com.

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