REFRESH YOUR FINANCIAL GOALS AND WEALTH PLAN

As we move through the year, it’s a great time to review your wealth plan and reassess your goals. Take a moment to reflect on whether your personal or financial priorities have shifted over the past year. Has your family situation changed? Are you approaching a major milestone like buying a home, retirement, or starting a business? Conducting a thorough review of your wealth plan ensures that your strategy remains aligned with your evolving goals. It’s an essential step to staying on track and making the most of your financial journey this year. Below are a few items to review for your wealth plan: Budget and Spending Habits: Evaluate if your current spending aligns with your financial goals. Emergency Fund: Ensure you have sufficient savings set aside for unexpected expenses. Debt: Review outstanding debts, interest rates, and repayment plans. Investments: Assess your investment portfolio and its alignment with your risk tolerance and goals. Retirement Accounts: Check if your retirement savings are on track to meet your future needs. Insurance Coverage: Make sure your life, health, and property insurance policies are up to date.