We're revisiting an annual favorite with some new action steps you can take now, to set yourself up for success!

In this video, Peter Richon with Richon Planning 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. Build an Emergency Fund: have at least 3-6 months expenses fully liquid 
5. Insure Yourself: make sure you and your family will be okay in case the worst happens

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 Peter by calling (919) 300-5886 or visit www.RichonPlanning.com #retirement #wealthmanagement #FinancialResolutions #2024resolutions #financialwellness