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NEWSLETTER



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5 HEALTHY FINANCIAL RESOLUTIONS FOR 2021


JANUARY 12 2021



Do you want to control as much as you can this year? Do you want to find as much
balance as possible? 

As we continue to face challenging circumstances, it helps to set a few goals
and intentions — and the beginning of the year is just the time to do it. 

Here are a few simple but effective ways to start 2021 off on the right track.

1. Budgeting. Building a budget is a financial cornerstone. Consider evaluating
your spending, savings and investments. Is your budget aligned with your
short-term and long-term goals?

2. Fraud protection. Millions of identity theft and fraud crimes are committed
every year. Take some time to learn how to protect yourself. For example, you
can use a credit monitoring service to help you identify any suspicious activity
on your credit report.

3. Life insurance. If you’ve been delaying signing up for a life insurance
policy, 2021 might be the year to change that. Think about the peace of mind and
protection this coverage could give you and your family.

4. Healthy living. Embracing healthy eating or a new exercise routine might not
seem like a financial goal, but these changes could save you money in the long
run by reducing your health care expenses.

5. Prepare for important deadlines. During busy times, deadlines can sneak up on
you. Remember to prepare for:

 * Tax season. Taxes may not be due until April, but organizing the necessary
   documentation in advance can make the process smoother and less stressful.
 * Medicare. If you’re eligible for Medicare in 2021, it’s helpful to review the
   various deadlines, including initial enrollment, general enrollment and
   Medicare Advantage enrollment.

Do you have questions about your coverage or is there anything else we can help
with? Reach out today.


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