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2023 Financial Checklist

Investing Financial Planning Taxes Retirement Planning Social Security Insurance

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:

2023 Financial Checklist

Things to review:


☐    Life Insurance Needs

☐    Car Insurance Quotes

☐    Homeowner’s Insurance

☐    Annual Credit Report

☐    2022 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? 

☐    How much risk am I taking?

☐    What are my different Social Security options?

☐    When do I need to start my RMDs?

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 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.