New Year, New Financial Goals

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Our mission at Thrive is to take the time to learn your personal financial situation and history so that we can help you develop a personalized retirement strategy. Whether you’re just getting started or are ready to retire, our team is here for you every step of the way!

What are your new year’s resolutions?

What are your new year’s resolutions?

Are you thinking about setting some goals for the new year and working towards making them a reality?

Here are some tips to help you get started:

1. Make Your Goals Specific and Concrete: Your goals should be specific enough that they can be measured, but not so specific that they’re impossible to achieve. It’s better if your goals have a time frame attached, too—for example, saying “I want to lose weight” isn’t as useful as saying “I want to lose 10 pounds by next summer.”

2. Make Your Goals Measurable: If your goal doesn’t have a way of being measured, it’s harder to know what success looks like or how close you are to achieving it. For example, saying “I want to get healthier” is harder than saying “I want to run five miles every day for the next month.”

3. Find What Motivates You and Keep It in Mind When Setting Goals: Making changes is easier when you have something that motivates you! For example, if running makes you happier than eating ice cream does, knowing that you will feel good after finishing your goal will help you to stick with it instead of giving up.

4. Get Started with Our Free Tax Guide: The new year is here and it’s a great time to start planning for the rest of the year and towards your future. Set your goals for the new year and work towards making them a reality. Get started by downloading our free tax reference sheet!

Click Here to Download Our 2023 Tax Reference Sheet!

Tax Reference Sheet

When it comes to achieving your goals, sometimes the only thing that can stop you is yourself. And that’s where we come in. At Thrive Financial Services, we believe in helping people achieve their dreams—and we want to help YOU do just that! Schedule a free consultation to get started on your retirement.

Have questions? Schedule a call!

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrow.

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