Jan 12, 2022 What Issues Should I Consider at the Start of the Year?
At the start of the year, there are several issues that should be considered including the following:
- Reflecting on your previous year’s goals
- Identifying new goals for the year
- Evaluating any new cash flows and adjusting your spending and saving accordingly
- Reviewing tax issues, insurance issues and legal issues
Follow this link to see the comprehensive list of What Issues Should I Consider At The Start Of The Year 2022
If you have any questions or want to review any of these issues with an advisor, please click here to schedule.
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Market Update: February 2023