What issues should I consider at the start of the year 2022?
The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, you may be particularly motivated in January to consider making financial resolutions for the future. This checklist will help guide your review of circumstances and goals and to guide you toward impactful improvements.
To help frame your review of the fresh start this year, we have created this checklist. It covers fundamental considerations, including:
Download the checklist below!
To help frame your review of the fresh start this year, we have created this checklist. It covers fundamental considerations, including:
- Personal issues
- Cash flow issues
- Asset and debt issues
- Tax issues
- Insurance issues
- Legal issues
Download the checklist below!
| what-issues-should-i-consider-at-the-start-of-the-year-2022.pdf |
What Next?
If you have some lingering questions after reviewing the checklist, feel free to schedule a call or come in for a review. You can use the links below.