4 ways to hit your family savings goals in 2025 [Video]

If you have a family, you likely have multiple savings goals — saving for your kid’s college education, putting money away for retirement and budgeting for your next family vacation.

There isn’t one cookie-cutter way to approach family savings, but there are some fundamentals that can help guide your process. Finance professionals and moms share some tips that can help you get started.

1. Plan a money date to assess your finances

Doing a financial edition of “your year in review” can be a first step to approaching family savings in 2025. Plan a money date with your partner — or a solo date — and bring your statements and account snapshots along. The goal here is to assess your finances from the preceding year so you know how to move forward in 2025.

Key things you want to pay attention to during your assessment are your income, expenses and any major life shifts you’ve experienced that may have …