2020 Financial Checklist
Investing Financial Planning Taxes Social Security InsuranceStart the new decade with a fresh look at your financials.
Here is a checklist to get you started:
You can download the checklist here - 2020 Financial Checklist.pdf
Things to review:☐ Life Insurance Needs ☐ Car Insurance Quotes ☐ Homeowner’s Insurance ☐ Annual Credit Report ☐ 2019 Spending Summary | What to plan for:☐ SECURE ACT retirement and tax changes ☐ Income strategy for retirement ☐ Major expenses ☐ Managing capital gains taxes |
Questions to ask:☐ Does my portfolio need to be rebalanced? ☐ Do I have any sustainable investments? ☐ How much risk am I taking? ☐ What are my different Social Security options? | Make sure to update:☐ Beneficiaries on life insurance policies ☐ Beneficiaries on IRAs and 401(k)s ☐ Digital Estate Plan ☐ Powers of Attorney and Living Wills |
Please contact the Baron Financial Group Team for help in taking a fresh look at your financials for 2020.