The beginning of the New Year is a perfect time to re-evaluate your financial situation. This checklist addresses common planning issues to help you determine whether any changes are needed. A few things that could impact yor financial goals that you should take a look at include:
- Personal life changes (marriage, divorce, birth of a child, illness, job transition, etc.)
- Your tax status
- Retirement plan contributions
- Asset protection
For a complete list of questions to consider, check out this New Year Checklist from Transamerica.
Please contact me at 414-431-0488 if you have any questions or want to talk through these considerations today.
Make 2016 a great one!