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It’s a New Year: Here’s a DIY Financial Plan Checklist
Financial Planning Bryan Hancock, MBA, CFP® Financial Planning Bryan Hancock, MBA, CFP®

It’s a New Year: Here’s a DIY Financial Plan Checklist

It seems that everywhere you look – TV, internet, social media – there are ads for all manner of ways to improve your life in the coming year. While you may or may not have New Year’s resolutions, now is a good time to strengthen your financial plan so you are in control of your money. Here is a list of some questions to ask yourself about topics like investments, estate planning, insurance, and taxes:

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