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  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

what issues should I consider at the start of the year?

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:
  • 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
File Size: 117 kb
File Type: pdf
Download File

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.

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