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2018 is here, and you’ve probably made a list of resolutions… things you want to change and/or improve this year. But, if you’re like most of us, that list includes promises you’ve made to yourself year after year and never kept.

So ask yourself this: What is stopping you from achieving your goals? And what can you do differently to make 2018 the year you succeed?

We definitely want to help you succeed that’s why we offer you two great worksheets to help you reach your goals for 2018:

  • Budgeting Worksheet: It’s a great idea to begin the New Year with a plan. Use this budgeting worksheet to get started. Think about your essentials. Is there anything you can live without? Do your current spending habits align with the percentages in the worksheet? Click here to download and learn more.
  • Setting & Reaching Your Goals Worksheet: It’s hard to set goals for the New Year. Use this worksheet to help you get started on what’s most important to you. What are your most important money-related goals? What motivates you? Click here to download and learn more.


Remember these are your goal. OE Federal is just here to help support you in the process. Be wise, be Money Wise.