Ready to make 2025 your best financial year yet? The <em data-stringify-type= "italic">Friends Talk Money </em>team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year. <ol class= "p-rich_text_list p-rich_text_list__ordered p-rich_text_list--nested" data-stringify-type="ordered-list" data-list-tree="true" data-indent="0" data-border="0"> <li data-stringify-indent="0" data-stringify-border="0"> Unlock Your Financial Future - Begin by consolidating all your year-end IRA statements and harness the power of an online RMD calculator to determine your 2025 minimum distributions. This crucial step ensures you’re setting aside the right amount for a secure future.</li> <li data-stringify-indent="0" data-stringify-border="0"> Refresh Your Records - Keep your IRA beneficiaries up-to-date to safeguard your legacy.</li> <li data-stringify-indent="0" data-stringify-border="0"> Optimize Your Portfolio - Align your investment allocations with your 2025 goals by reviewing your retirement portfolio.</li> <li data-stringify-indent="0" data-stringify-border="0"> Explore Secure Investments - Consider securing a 4% CD, available online, to bolster your financial safety net.</li> <li data-stringify-indent="0" data-stringify-border="0"> Seek Expert Insight - Gain a fresh perspective on your financial strategies by consulting a trusted professional.</li> <li data-stringify-indent="0" data-stringify-border="0"> Enhance Your Security - Use a password manager to protect your personal information and investments.</li> <li data-stringify-indent="0" data-stringify-border="0"> Guard Against SIM Fraud - Contact your phone provider (AT&T, Verizon, etc.) to establish a password-protected process, shielding your SIM from fraudsters.</li> <li data-stringify-indent="0" data-stringify-border="0"> Prepare for Tax Season - With potential tax changes on the horizon, start organizing now to navigate the upcoming tax season smoothly.</li> <li data-stringify-indent="0" data-stringify-border="0"> Reimagine Retirement - As retirement landscapes evolve, envision your future with flexibility, considering the trend of working into later years.</li> </ol>

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Kickstart Your New Year: Essential Financial Tips for a Better Life

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