Regardless of your income, with some simple money moves you have more control and financial opportunity than you might think.
You don’t need to be rich. You don’t need to earn a million dollars a year. And you definitely don’t need to sacrifice your lifestyle.
Many of us have unnecessary stress trying to balance our lifestyle, spending, saving and investing. “Can I really afford this? Should I really buy a new car? Am I saving enough? Am I setting enough money aside for my future?” Without answers to these questions, we can drive ourselves crazy.
Wondering what a money move is? It’s a simple strategy that can help your money work harder for you, so you can live your life without second-guessing every financial decision.
One of the best money moves is to automate your finances.
- Set up monthly transfers to save and pay cash for your next vehicle
- Opt-in to annually increase your 401(k) or 403(b) contributions automatically
- Establish monthly contributions to non-employer investment accounts
- Set up your bank’s bill pay system to pay extra on your mortgage as your income increases
Want three more money moves to make before you turn 45? Download WisMed Financial’s guide or schedule an appointment.
You can also download the 2022 tax brackets, retirement contribution limits, investment checklist and quick decision flow charts from the new WisMed Mobile app.
For personalized help eliminating debt, investing smart and securing your retirement, please contact Mark Ziety, CFP®, AIF® 608.442.3750.
Mark Ziety, CFP®, AIF®
WisMed Financial, Inc. part of the Wisconsin Medical Society.
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