Our Director of Investments Tanya Torres, CFP® was featured on Good Morning Texas today! We are lucky to have her as part of the team. #goodmorningtexas
Here are a few tips I shared on pre-planning for 2025, on todayâs segment of Good Morning Texas ð¥ð¤ 1ï¸â£ Donât fall into the âcircle back after the holidaysâ trap. Give yourself a head start as the new year comes around and start now. Even if itâs only in 1 aspect of your financial lifeâ consistent habits bring big changes. January 1 can be Day 1 of Day 31. 2ï¸â£ Improve what you can on your own. This can be things like setting quantifiable goals (ex. Investing $12,000) and knowing your numbers (what comes in and what goes out). 3ï¸â£ Give yourself some grace if you get sidetracked. Itâs a marathon and a process. Yeh important part is re-engaging in those healthy financial habits that are going to make a huge difference in the long run 4ï¸â£ Talk to an advisor about getting a full financial plan in place. This is going to give you ultimate peace of mind ð¸ Thank you Good morning Texas for having me! Looking forward to more money segments! #financialplanning #womeninfinance #goodmorningtexas
Providing dollars for the cost of dimes. | Life Insurance. | Author of It All Depends
3dLove this! Sheâs fantastic and they asked her to fly in from Cali to break it down for us Texans ðªð¼