Get “$” Fit Challenge- January 2015

Every year we set new resolutions, but often times we do not achieve them. This does not mean we are bad people, it means we are human!! We need to start looking at them as goals that can be achieved! I think it is important to set objectives during your journey to achieve your ultimate goal.

I have seen this with my daughter who set a goal for herself last May. After many years battling her weight she decided to get help. Luckily, she and our new neighbors had already formed a friendship and they told her about their health clinic. At their clinic they have a weight loss program, which she started the next day and has had amazing success.

She has an app where she inputs everything she eats, how much exercise she gets, and measures her weight. She has had many shocking revelations along the way and the process has been a huge reality check for her. She also speaks to Joel who works with our neighbors clinic. She speaks to him once a week and they discuss how her week went. He gives her advice on how she could do better or gives her a high five for having an excellent week.

Using our neighbors program has worked wonders for her and she’ll tell you just how easy it is.

Going back to setting objectives, this is what she has done through her journey. In May she set her weight loss goal at 80 pounds and has worked very hard and is almost there.

It was hard in the beginning because all she kept thinking about was her ultimate goal instead of focusing on what she needed to do to get there. So, she started setting little objectives. To start she set objectives for 2 pounds, 5 pounds, and 10 pounds. Before she knew it she was half way to her ultimate goal. These small objectives kept her motivated and showed her just how easy it was when she stayed focused. With the holiday season she has enjoyed herself, but has also remained focused.

Setting small objectives and having tools that help her track what she is doing has proved to be very successful.


No matter what your objective is, it is achievable! It is important to do your research and see if there are any tools that can help you. Once you have found tools to help you, plan out your journey.

Write your goal at the top of your paper and set a date by which you want to achieve your goal. Then set objectives with corresponding dates which they are to be achieved by. Trust me when I say, its a great feeling when you achieve an objective before the corresponding date. Once you finish your timeline put it up somewhere where you will see it every day. I would also suggest having space to write down how you are doing. This keeps every thing in perspective. Once you achieve an objective cross it off the list and do a little happy dance, but stay focused!

Now that you know how to organize a plan for you New Years resolutions (goals), I have a new years resolution for you. Don’t be shocked! It will help you more than you know!

Every year I encounter many people who wait until the last minute to do things with their taxes and end up paying a price, whether it be money to the IRS or just one massive migraine. This is not a fun process for anyone! So here it is folks.

In 2015, stay up to date with the tax deadlines and keep your tax information organized!

Below you will find links for Income Tax Key Numbers, and a Tax Deadline Calendar for 2015. With the calendar it is divided up into quarters and has important deadline dates that will make creating your plan easy!

Income Tax Key Numbers

Tax Calendars for 2015

Always remember that achieving your New Years Resolutions is easy with a little planning and by focusing on the small objectives! This is a great Financial Strategy For Life!

About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!


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