January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies.

The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review.

Once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?

The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season.

What would you do if money was no object?

Whether it be in our personal lives, national affairs or world events, the only constant is continuous change. The same can be said in politics, legislation and taxes.

Identity thieves are constantly devising new ways to steal your sensitive information – it’s their job!

Benjamin Franklin is often credited as saying, “In this world nothing can be said to be certain, except death and taxes.”

What investment lessons can we take away from 2021?

What 5 resolutions can help you remain financially fit in 2022?

Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.”

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.”