The start of the year is a great time for a financial check-up. Amidst the buzz of New Year resolutions and the return to day-to-day routines, it's worth taking a moment to reflect on your financial plan and prepare for the upcoming year.
To help you stay on course in 2024, explore this checklist. It covers fundamental considerations, including:
- Personal issues
- Cash flow issues
- Asset and debt issues
- Tax issues
- Insurance issues
- Legal issues
