New Year Financial Planning: Key Strategies for 2026 Success
Update: 2025-12-16
Description
In this episode, guest host and CIO, Dominic Ceci, SVP Private Client Banking, Luke Kasten and SVP Portfolio Manager, Eric Bernal discuss the essential steps for reviewing and optimizing your financial strategies as a new year begins. They cover how to assess your finances, manage cash flow and debt, maximize retirement contributions, tax planning and ensure you have adequate insurance coverage. This episode emphasizes the importance of an intentional financial plan to align with your personal goals, navigate market conditions and build a secure future.
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