Invest Financial Planning

Bonus Mailbag #34: A Better Financial New Year

Kathryn Tuggle  |  December 30, 2021

Wondering how to set your New Year and 2022 finances up for success? We’ve answered your top questions so you can start the year off right.

Are you ready to say goodbye to 2021, and hello to 2022? We’re so grateful to all of our HerMoney readers and listeners for being our constant companions this past year, and we can’t wait to start this next chapter with all of you by our side. So, where do you stand with your financial New Year’s resolutions and intentions? When you think about embarking on this New Year, what are you hoping to improve? 

In a new Annual Resolutions study, Fidelity Investments found that 62% of Americans are feeling optimistic about the year ahead, and the majority — 68% — are considering a Financial resolution.  So, this got us wondering, what are your resolutions, and how can we help get you there? We put together this special edition of the HerMoney Podcast to answer your financial FAQs for 2022. For example, maybe it’s time you bulked up your emergency fund. Maybe, like 47% of people reflected in the Fidelity study, you’re looking for a new job. Or perhaps you’re looking to increase your retirement contributions, like 62% of people.

Here’s the thing: We all want our good financial habits to become permanent parts of our lives — not just well-intentioned flashes in the pan that we forget about come March.  So, how can we take a more thoughtful approach to our finances in the New Year, and make 2022 the year we reach our goals? Helping us answer those questions — and many more! — is Meredith Stoddard, Vice President of Life Events Planning at Fidelity Investments. You may remember Meredith from her recent episode with us, #291, Caregivers Are Overwhelmed, Here’s How To Start Healing. In her role, Meredith’s focus is on helping people through the most important events in their life including things like a job loss, a new baby, caring for an aging loved one, or going through a divorce. 

Listen in as Jean and Meredith tackle questions on saving in an HSA, saving in an emergency fund, getting a new job, asking for a raise, saving for retirement, and setting our kids up for future success. 

This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice raise your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern wealth planning. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416

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The HerMoney podcast is supported by      Edelman
All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416


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