At First Step Wealth, we believe that financial planning doesn’t have to be overwhelming. Whether you're just starting out or are looking to refine your financial strategy, taking small steps can lead to significant progress. Start by setting clear financial goals, tracking your spending, and creating a realistic budget. Make sure to review your investments regularly and adjust as your circumstances change. Building an emergency fund is crucial, as it provides a safety net in uncertain times. Remember, financial planning is an ongoing process—don’t be afraid to ask questions and seek advice when needed. With the right approach, you can take control of your financial future and work towards achieving your goals, one step at a time.
Values-based retirement planning is a process that seeks to align your money with your values. It starts with exploring your values so that you may gain greater recognition and understanding of what is most important to you and why.
Checkout how the SECURE Act 2.0 changed how people over 50 can save toward retirement.
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