Breaking Ground: A Conversation with a Financial Expert
In a recent interview with Inside South Florida, Lenya Suarez Rojo, Executive Vice President and Head of Retail and Business Banking at Amerant Bank, shared invaluable insights into financial planning and goal-setting for the new year.
The January Financial Reset: Your Opportunity for Change
January isn’t just another month—it’s a financial turning point. This natural pause offers a critical moment to take stock of your financial health, examining everything from retirement accounts to savings strategies and existing debt. It’s a time for honest reflection and strategic planning.
Smart Saving: Small Steps, Big Impact
Saving money doesn’t require complex strategies. Lenya Suarez Rojo recommends practical approaches like automated savings tools that make building your financial cushion almost effortless. You can create meaningful financial momentum by implementing simple techniques such as rounding up purchases or incrementally increasing 401k contributions.
Navigating the Debt-Savings Balance
Managing debt while pursuing savings goals is a delicate art. Financial experts suggest a balanced approach: prioritize high-interest credit card debt while maintaining enough flexibility to cover daily expenses. The goal is to create a sustainable strategy that chips away at debt without causing undue financial strain.
Community-Centered Banking: More Than Just Transactions
Amerant Bank distinguishes itself through personalized, community-focused support. The approach goes beyond traditional banking, offering tailored guidance recognizing each individual’s unique financial journey. The message is clear: you’re not alone in your financial planning.
Your Financial Future Starts Now
The path to financial wellness isn’t about radical overnight transformations. It’s about consistent, strategic steps that build momentum over time. With the right support and mindset, 2025 can be the year you take control of your financial destiny. Get in touch with Amerant Bank to take the next step on your financial journey.
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