Blog > #WealthfulWednesday – 5 Financial Tips to Finish Your Year

#WealthfulWednesday – 5 Financial Tips to Finish Your Year

by EXIT Realty Mountain View

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The last fiscal quarter to 2021 is coming up on us in September and in these last days of summer it may be hard to get focused on financial matters but now is a great time to reevaluate your yearly finances and financial goals then plan for the end of the year.

We here at EXIT Realty Mountain View want to offer up a few tips to help get you started:

Review you existing budget – Every quarter it’s a good idea to review and adjust your budget.  Life changes, adjust accordingly.

Build up your emergency fund – If you don’t have six months of living expenses saved make plans in your budget to get there.

Evaluate your retirement contributions – Are you putting enough into your retirement? Or do you need to readjust your contributions to meet other financial goals?

Revisit your financial goals for 2021 – At the beginning of the year did you set goals of investing, saving, buying or selling a home?  Look at what you have achieved this year and what yet needs to be done.

Plan for the Holidays – If you’re a big Christmas spender or if you plan to travel for the holidays now would be a great time to evaluate your budget and start saving for those extra expenditures.

Take this opportunity to get your 2021 budget and financial goals in order and finish the year with less money stress.

Colorado Springs Real EstateEXIT Realty Mountain View, Brandy Brown Employing Broker/Owner – We help home buyers and sellers along Colorado’s Front Range including Colorado Springs, Pueblo West, Woodland Park, Fountain, and Peyton. Please contact EXIT Realty Mountain View at 719.375.3864 to connect with one of the amazing brokers on our team.
Your dream, our mission.

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