The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials.
As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health.
We hope you find this checklist helpful! You can download the checklist here:
Things to review:
☐ Life Insurance Needs
☐ Car Insurance Quotes
☐ Homeowner’s Insurance
☐ Annual Credit Report
☐ 2022 Spending Summary
What to plan for:
Questions to ask:
Make sure to update:
Please contact the Baron Financial Group Team for help in taking a fresh look at your financials for 2023.
Disclosure: This is a general communication being provided for informational purposes only. This material is not intended to be relied upon as a forecast, research, legal, tax or investment advice. Please consult your financial planning and tax professional for personal advice.