Happy New Year!

As we step into 2025, it’s a good time to take a closer look at your personal finances. And by that, we don’t just mean your investments—those are just one part of your finances. A financial plan that doesn’t consider your unique life circumstances will always be incomplete.

In this two-part post, we highlight the important aspects that you should take care of when managing your personal finances.

Part one helps gain a better understanding of your personal finances by reviewing your goals, managing debt, insurance planning, and more.

Part two focuses on managing your investments and, most importantly, understanding and improving your financial behavior.