With so many people ready to put 2021 in the rearview mirror and get a jumpstart on the new year, let’s start looking ahead at 2022 and talk about ways that we can improve ourselves.
CRNAs are blessed to enjoy strong salaries thanks to a lot of hard work, but it’s a position that requires countless hours and endless energy. With so much focus on the work you’re doing, it doesn’t leave much time to worry about saving and investing money towards your retirement.
But the new year means a new opportunity to take steps towards financial freedom and we want to give you a hand with how to improve yourself and your finances in 2022. We’ve put together a total of 22 life and money resolutions to guide you throughout the coming year. Keep in mind that most people won’t be able to check every item off the list – and not all of them are guaranteed to align with your needs – but if you’re able to accomplish at least a handful of these, you’ll be in a much better position by the end of the year.
So here we go, 22 resolutions for 2022:
- Reduce your debt
- Boost your retirement savings
- After 2020 and 2021, let’s make sure we’re prepared for the unexpected
- Don’t overreact to the headlines
- Set a budget
- Meet with financial & tax advisors, especially if you’re nearing retirement
- Check all of your beneficiary designations
- Carve out time for tough conversations
- Audit your insurance
- See if refinancing your home makes sense this year
- Organize your finances
- Check your credit
- Understand and review 1099 options
- Have a retirement income plan
- Look for more donation opportunities
- Ask about Roth conversions
- Update paycheck withholdings
- Rebalance your portfolio
- Plan your transition into retirement
- Consolidate your accounts
- Define your why or revisit it
- Listen to more episodes of the podcast
If you need any help with these or have any additional questions about any of these items, please reach out and we’ll be happy to help you better understand these resolutions. And make sure you save this list and check back in throughout the year to see how you’re doing. It’s a long list and might seem overwhelming, but take it one by one and do your best and you’ll be better off financially than you were at the start of 2022.
If you want to learn more about your financial plan, connect with us at CRNA Financial Planning.
To listen to this week’s podcast and learn more, click here.
With decades of experience working exclusively with CRNAs, CRNA Financial Planning® has the knowledge to help you save more of your hard earned money and determine appropriate decumulation strategies. Schedule a free introductory phone call to discuss your current situation and needs. You can also call our office at 855.304.3748 or email us at email@example.com.
* Occupational Employment and Wages, May 2020; 29-1151 Nurse Anesthetists. https://www.bls.gov/oes/current/oes291151.htm
The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. Investment Advice offered through Private Advisor Group LLC, a Registered Investment Advisor.