featured
2025-01-06
Financial Health
published

featured
2017-04-24
category
published
3 minutes

New Year, New Goals: Start Your Financial Journey Today!

The New Year is here, and there’s no better time to set fresh financial goals and take control of your future. At WyHy, we’re here to help you start the year strong with expert guidance and personalized support from our financial advisors, Michael McDermott and Evan Kulak.
2025 Balloons WyHy New Year
Whether you’re looking to create a budget, build savings, or prepare for long-term success, Michael and Evan can provide the tools and strategies to help you achieve your goals.

Here’s how they can assist you:

  • Maximize Contribution: Start the year by ensuring your 401(k), IRA, or HSA contributions are aligned with your savings goals.
  • Investment Planning: Evaluate your current investments and adjust your strategy to keep pace with your objectives.
  • New Year Budgeting: Build a budget that reflects your priorities and sets you on the path to success in 2025.
  • Retirement Readiness: Begin or refine your retirement plan to ensure your future is as secure as your dreams.
The New Year is the perfect opportunity to refresh your financial mindset and set plans in motion for a successful year. Whether you’re tackling big goals or taking small steps, our team is here to support you every step of the way.
 
Make 2025 your year to shine—contact Michael or Evan today to schedule a conversation or visit our website for more information. Let’s make this year your most financially confident one yet!
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and WyHy Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.
Back to All Messages