New Year, New Way to Set Goals

Happy New Year!

Instead of New Year resolutions, set personal goals.

Set goals around the behaviors and mindsets you can control, that can lead you to the outcomes you desire.

One goal might be weight loss (as it probably might be for most of us after all the wonderful holiday eating 😊). Don’t focus on the number on the scale, but rather, what leads to a lower number on the scale.

Some examples of setting a goal you can control might be no late-night snacking for 90 days, not eating within three hours of bedtime, and/or 30 minutes or more of exercise at least five days a week. All within your control, and known contributors to weight loss.

The same can be true when it comes to your retirement investments. Rather than focus on “predictions” made by media pontificators for 2023 (which often prove to be wrong by year’s end), focus on what you CAN control.

The reality of what will happen may be the opposite of what they predict, which may be to the high side or the low side. But, it likely won’t be what “they” say will happen.

For this and many other reasons, including geo-political events and others that can’t be controlled or predicted by anyone, we serve by focusing on what we can control together.

You can control: lifestyle spending, work income, cash flow from assets, investment choices, allocation to money effected by the markets, and money that is un-effected by the markets.

Do you have retirement plan built for confidence, that can weather uncertainty?

Not sure? Let’s connect and have a conversation about starting your year off with confidence. Give Kathy a call at (678) 278-9632 to schedule a phone conversation.



You are never too old to set another goal or to dream a new dream.

– C.S. Lewis

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