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Building Financial Momentum

Paul Brown | Jan 5, 2026

Starting well often determines where you end up—and your financial life is no exception. As you prepare for 2026, a few intentional steps now can set the tone for a stronger, more confident year ahead. If you haven’t already, take a look at our 2025 Year-End Financial Checklist posts. Then use the ideas below to build momentum as you step into the New Year!

 

• Review savings targets

With updated IRS contribution limits for 401(k)s, HSAs, and IRAs, this is a great moment to adjust your automatic savings percentages. And if you’re turning 50 or 55 this year, don’t forget the added boost of catch-up contributions.

 

• Update subscriptions

Scan your bank or credit card activity for recurring charges. It’s easy to overlook subscriptions you no longer use—or didn’t even realize you signed up for.

 

• Revisit tax withholding

Expecting a raise or bonus in 2026? Now is the time to adjust your paycheck withholding to avoid surprises next tax season. And with the recent tax law change, individuals age 65+ qualify for an additional deduction, which may allow for a lower withholding. A quick call to your tax advisor is a smart move. 

 

If you’d like help coordinating these steps—or want to explore how a customized plan can bring clarity to your financial future—we’re here for you. Reach out at https://www.connected-wealth.com/next-steps.

Connected Wealth Management

4777 Sharon Road,
Suite 540,
Charlotte, NC  28210

Main: 704-912-5088
Text: 704-686-8445
Fax: 980-972-0787
Email: paul@connected-wealth.com

     

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Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may only discuss business with residents of states I which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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