2017 Holidays

Get a financial tune-up

Saving money or reaching a financial goal is high on the 2018 priority list for many of us at closerlook. Some of us like, Writing Director Dan Morrill, are committing to “refreshing our budget, establishing a savings goal, and sticking to it” while others like Senior Software Engineer Audrey Tiam have learned financial basics for other goals and are looking to put it further into practice in the coming year.
“I learned financial literacy, which is really useful because I spend a lot of money on clothes for my fashion blog. This helps me manage my finances better, plan ahead. So far, it’s been great because I feel in control, like I know what I’m doing with my money," Audrey Tiam.
Whatever our financial goals for 2018, there’s no time like the present to set ourselves up for success by learning financial basics or getting a baseline of where our finances are. Here are a few resources that can help:
Improving financial literacy
U.S. News & World Report outlines some great resources for upping your financial knowledge, including visiting your local library, taking college courses, and getting lost in some TED Talks.
Get a financial tune-up
Now might be a good time to finally hire a financial advisor to help you assess your financial situation and retirement planning goals. Or get a pulse on your finances with this extremely helpful checklist from the New York Times that can help you assess your current investment, credit, financial planning and insurance situation.
What are your financial goals big or small for 2018? Tweet us at @closerlookinc with #evenbetter2018.


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