Start 2026 Financially Smart - For Court Reporters

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Welcome back to our Facebook financial planning webinar series! After a short break at the end of 2025, we're kicking off 2026 with a comprehensive guide on getting your financial plan in order. In this episode, we cover essential topics such as tax prep, new contribution limits, retirement account adjustments, and investment portfolio rebalancing. We'll provide actionable steps to ensure you set up successful financial habits and avoid common pitfalls. Don't miss our upcoming webinar with tax expert Perry Shields. Tune in to get all your questions answered and start 2026 on the right financial foot!

00:00 Welcome Back to the Financial Planning Webinar
00:34 Starting the New Year: Key Financial Steps
02:50 Tax Preparation and Planning
05:03 Retirement Account Strategies
06:32 Health Insurance and HSA Contributions
07:23 Setting Up Automatic Contributions
08:40 Evaluating Cash Flow and Salary
10:13 Investment Portfolio Review
12:26 Action Checklist for Financial Success
15:20 Conclusion and Upcoming Webinar

Required Disclosures: This content is for educational and informational purposes only and should not be considered personalized financial, tax, legal, or investment advice. Your individual circumstances are unique, and you should consult with qualified professionals before making any financial decisions. The information presented is general in nature and may not apply to your specific situation. Tax laws, regulations, and financial rules change frequently and vary by state and individual circumstances. No investment strategy or risk management technique can guarantee returns or eliminate risk. Past performance does not guarantee future results. All investing involves risk, including potential loss of principal. I am not providing legal, tax, or accounting advice. Please consult with appropriate licensed professionals for advice specific to your situation. Any examples used are hypothetical and for illustrative purposes only. Actual results will vary based on individual circumstances and market conditions. This content is not sponsored unless specifically disclosed. Mention of specific products, services, or strategies is for educational purposes only and does not constitute a recommendation to buy or sell. The views expressed are as of the recording date and are subject to change without notice. While we strive for accuracy, we cannot guarantee all information is current or error-free.

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