How many of you are still keeping up with your resolutions? Most people have already fallen off by now... a large portion of you even gave up by the second Friday of the month! 🚩Or maybe you've made it here to the very end of January and you're still going strong. If so, good for you! But there is something to be said about a measurable goal and lifestyle change, rather than just a one sentence, undefined resolution... If you were one to jump on the band wagon with everyone else, with either giving up something "bad for you", or picking up a "good" habit in the new year, and you've already given up, then maybe it's time to pivot and refresh. And there is no better time than now! We are coming up on the end of the January, and believe it or not, January is National Financial literacy month! If you were unaware, or unable to put time and energy into your own financial literacy at the beginning of this month, then you will be glad to know that it is NOT too late to start now. And what's even better, is you still have 11 more months ahead of you in 2026. And you can still say you began your educational journey into finance while still in month one! So what steps should we take first? ✅If you want to set a measurable goal to understand your own personal finance and investments, and take some time to set clear financial goals for the year, then let us help you get there through these 8 steps. 💸Maximize your potential through the resources available to you: 1. Schedule and attend a free financial education webinar (or two). 2. Utilize an online retirement calculator to play around and calculate your own potential financial needs in retirement. Figure out how you want to live. A lavish, expensive life full of travel? Or maybe a simpler lifestyle, where less income is needed later in life... Knowing this is important in understanding how you need to save for retirement now. 3. Read our tips and tricks below and learn more about financial literacy through our educational posts. 4. Look to our book recommendations to continue your financial literacy with some of the best published authors out there. 5. Respond, with your own questions and feedback on some of our posts. Join a discussion that resonates with you and see how other people are saving for retirement. 6. Schedule a complimentary financial needs analysis to better understand your own finances. 7. Find the best accounts that match your risk tolerance and financial needs that are available to you. Some types of accounts and ways to save are not common knowledge, and what is available may surprise you. Learn how to save where the ultra wealthy (or the 1%) save regularly saved to maximize the growth on your investments. 8. And finally, set up automations in these accounts that will help you reach your financial goals.

Of the four options below, what is your number one priority as a small business owner? If you aren't a small business owner, but hope to be one day, what would you say is most important for the success of your future business? Comprehensive Planning for your business: Here is a list of some areas that may have been ignored or unprioritized in the past but really SHOULDN'T be ignored. ☑️Business Preservation ☑️Wealth Accumulation ☑️Estate Planning ☑️Executive Benefits ☑️Business Transition Planning Here are some questions for thought: ✅What if you can not only strengthen your employees loyalty, but also support your own personal long-term business goals at the same time? ✅Would you want to learn more about how? ✅What is your 4+ month plan? ✅Are you protected and able to pay your bills long-term if you get injured or sick and cannot work for an extended period of time? ✅Will your business survive if you or a major key player on your team is out of commission? In the comments below, tell us about your business and where you feel like you struggle the most? What you would be most interested in learning more about? ~Additional information to be provided and discussed in Small Business Owners Part 2.

Hello! Welcome to our community of education and personal growth. Not just in finances, but also in family, faith, and your future. 🌠 With joining this community, what would you say are your top two goals? 🗾 What are your go to resources for your personal financial education? 🏦 How financially savvy do you see yourself? On a scale of one to ten, (one = you know little to nothing, and ten = you know all there is to know). 🎭 And finally, share a quirky, fun fact about yourself!