Say goodbye to 2024 and hello to your financial future with TWE’s Year-End Financial Tips. With 2025 just around the corner, don’t miss my chat with financial planner Catherine Scrivano, founder of CASCO Financial Group in Phoenix, Arizona.
The good news for your financial planning is that these are effective and can help you Build Your Money Power. The bad news is—we’re never done.
“I’m all about the values and the quality of our family lives. Some life events impact us, so having a plan in place for how we will react if they do is so empowering. It just makes all the difference between sleeping at night and not sleeping at night.” —Catherine Scrivano, Financial Planner
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Catherine is also a regular contributor to The Women’s Eye podcast for our Building Money Power series. She’s all about making smart financial decisions—anytime during the year. But with 2025 almost here, it’s a good idea to take advantage of opportunities that end on December 31st.
Catherine says these are the five financial tasks to tackle first before you say Happy New Year to 2025!!
- Review your investment portfolio
- Take stock of your emergency fund(s)
- Consider making gifts and what to give
- Update your inventories
- Set goals for the new year and beyond!
Catherine wants to make sure that we reflect on what we’ve accomplished. Patting yourself on the back and acknowledging successes is important in the long run.
“My constant refrain is that the best time to start was yesterday,” says Catherine. “The next best time to start is today!”
Join us for more practical financial advice from Catherine Scrivano on this episode of The Women’s Eye podcast. Check out Catherine’s Building Money Power podcasts here.
Catherine says,
“You don’t have to be wealthy to be wise.”
For more information about Catherine Scrivano:
Website: www.cascofinancial.com
LinkedIn: Catherine Scrivano
Facebook: Casco Financial Group
Twitter/X: CASCO Financial
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