January 2023
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Martin Luther King Jr. Day 

Monday, January 16th


Getting Ahead
5 Financial Resolutions for the New Year
5 resolutions to revamp your finances in the new year

Starting off the new year with a solid, thoughtful approach to your current finances and a thorough plan for your finance goals can reap amazing results in 12 months.

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How to Avoid Running Out of Money When You Retire
Ways to fund your retirement

Are you worried that you won’t have enough money to fund your retirement? It’s understandable if this question is keeping you up at night.

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4 Questions to Ask Your Insurance Agent
Your insurance agent has the answers you might not know you need

Your insurance agent is responsible for selling and negotiating life, health, property, or other types of insurance to match the needs of their clients.

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Business Banking
How to Prepare Your Portfolio for a Recession
Investment tips for weathering an economic downturn


With the possibility of a recession looming, it’s wise to review your portfolio and make sure your investments are ready to weather an extended economic downturn.

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How to Balance Your Checkbook with Paperless, Online Accounts
Why reconciling your transactions is still crucial in the digital age


Although this practice may seem outdated, it’s still wise to verify your monthly account statements.

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Lifestyle
How to Get Started with Meal Prepping
Get your healthy eating resolution on track with proper meal prep

By preparing healthy meals in bulk, you’ll be able to get through the week without having to rely on vending machine snacks or take-out lunches.

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8 Ways to Combine Fun and Fitness
How to move your body more and enjoy yourself at the same time

Instead of forcing yourself to do an activity you dislike, it might be time to shift your focus to a more rewarding approach — one that combines fitness with fun!

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Disclaimer - All content contained in this newsletter is for informational purposes only and should not be relied upon to make any financial, accounting, tax, legal or other related decisions. Each person must consider his or her objectives, risk tolerances and level of comfort when making financial decisions and should consult a competent professional advisor prior to making any such decisions. Any opinions expressed through the content in this newsletter are the opinions of the particular author only.
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