A year end financial review is a great way to take stock of your money goals each year, see what worked, what didn’t, and make adjustments for the new year.
It’s really no different from an annual checkup at the doctor (with less poking and prodding). You want to make sure everything is in working order. In case it’s not, you can catch and fix any problems early before it gets worse. Then you can relax knowing you won’t be back for another year.
Well, your finances need a similar annual checkup to measure your progress, keep you and your family protected, and moving forward toward your goals. Otherwise, one day you’ll check in on your progress only to find you’ve fallen a decade behind. Continue Reading…