It’s Time for a Financial Tune-Up!

January 10, 2023

Corey R. Hodges

A new year is upon us and that means you’re due for a financial tune-up!

Just like when you bring your car to the mechanic, your financial strategy should be reassessed with your financial professional each year. This meeting is a great time to share the goals you have for your financial future. This will help them create a roadmap to success for you.

To help you prepare, here are some greats financial goals to have for 2023:

Save More for Retirement

Analyze all your income streams to determine how you can potentially increase your savings.

Reduce Investment Fees

Fees aren’t always easy to notice since they’re deducted from your return, but they can make a big difference in the long run.

Rebalance Your Portfolio

A typical rule of thumb when it comes to how you balance your investments is to subtract your age from 100.1

Create a Personal Budget

“Start by writing down all your fixed expenses, such as rent/mortgage, cell phone, groceries, and savings. Then you can see how much money you have leftover for flexible expenses, such as restaurants, clothing, and entertainment costs.”2

Review Life Insurance and Disability Insurance Needs 

“Give some thought as to how much protection you need and compare it to the coverage that you may already have through your employer’s benefits package.”3

Now that you have some solid goals in mind, it’s time to meet with your financial professional. We understand that goals can often be daunting, which is why we’re here to help you accomplish them. Remember to stay on course and remember the financial future you’re working toward. Contact our office at (336) 450-2161 to ask any questions or schedule a complimentary consultation. We look forward to helping you!


Investment advisory services offered through Impact Partnership Wealth, LLC, a registered investment advisor. Insurance and annuities offered through Fortified Futures, Inc. License #18786413.