What Issues Should I Consider At The Start Of The Year? | 2024
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Evensky & Katz / Foldes
The beginning of the year is an ideal time for a financial check-up. As you reflect on the past year and set resolutions for the future, this checklist will guide you through essential areas to review and improve.
Key Areas Covered:
- Personal Issues: Consider personal financial goals and adjustments.
- Cash Flow Issues: Evaluate your income, expenses, and budgeting needs.
- Asset and Debt Issues: Review your assets and liabilities for optimal management.
- Tax Issues: Address tax planning and potential changes.
- Insurance Issues: Assess your insurance coverage to ensure it meets your needs.
- Legal Issues: Check for any legal considerations impacting your financial situation.
Use this checklist to start the year with a clear financial plan and make impactful improvements.
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