Improving one’s financial health is often somewhere on the list of New Year’s resolutions, as many look toward 2025 with hopes of starting fresh. As you resolve to stick to your budget and increase your savings, don’t forget to add “organize retirement accounts” to the list.

The new year provides a great opportunity to review your beneficiary forms and update important financial documents as needed.

While taking the time to ensure your accounts are in place for your loved ones, review the “IRA New Year’s Resolutions” to help ensure you are taking the proper steps.

Do you have questions about organizing or optimizing your financial life? Contact our office at 517-435-4040 or questions@richmondbrothers.com to schedule a time to discuss how we can be of help in identifying and reaching your goals for the new year.