January is a good time to think about your financial goals for the year, come up with targets, and a plan to meet them. Whether you hope to reduce your credit card debt, increase your retirement savings, or put away enough money for the family vacation, your chances of success will improve dramatically if you think about and write down your goals now.
Joining us to discuss how to determine your current financial situation and ways to meet your financial goals for the upcoming year are wealth psychology expert, KBK Wealth Connection founder and author, Kathleen Burns Kingsbury, and Chris DeSimio, a financial advisor with Wells Fargo Advisors in Cincinnati.
Listeners are reminded that the information provided on today's show is general in nature and may not apply to their personal investment situations.