Julia-Carlson-2023

Julia Carlson

The list of financial mistakes we can make seems endless. However, we found that many of these issues are rooted in a common failure to adhere to basic financial advice. Here are three common mistakes we see and how to avoid them.

Not Setting Realistic Financial Goals — In finances and life, deliberate action and highly specific goals are often considered essential to achieving anything. Whether it’s paying off debts, retiring when and how you want, or helping a child pursue higher education, long-term goals usually need a clear, definable action plan with several smaller action steps to guide you along the way.

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