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January 29th, 2024

Take Control of Your Finances — A New Year’s Guide to Financial Success

Take Control of Your Finances: A New Year’s Guide to Financial Success.

Key Topics:

  • 💡 Pam Sams emphasizes the importance of personal financial goals and the need to seek guidance rather than trying to handle everything alone.
  • ✨ Pam Sams highlights the key points of the Secure Act 2.0, including student loan payments as elective deferrals, penalty-free withdrawals for emergency expenses, and the transfer of funds from 529 plans to Roth IRAs.
  • 🔁 Pam Sams suggests recapping 2023 goals and strategies to assess progress and make necessary adjustments for the new year.
  • 📊 Checking investment accounts regularly is emphasized, similar to checking in on a good friend, to monitor performance and make necessary adjustments.
  • 🗂️ Organizing one’s financial life is encouraged, focusing on cash flow, assets and liabilities, insurance coverage, and estate planning.
Anne Holmes Boomer-in-Chief of NABBW
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