2025 Financial Checklist
Investing Financial Planning Taxes Retirement Planning Income Planning Social Security InsuranceThe start of a New Year is a good time to share our financial checklist. Here are some priorities for you to review, plan for, and update in 2025.
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:
2025 Financial Checklist
Things to review:☐ Life Insurance Needs ☐ Car Insurance Quotes ☐ Homeowner’s Insurance ☐ Annual Credit Report ☐ 2024 Spending Summary | What to plan for:☐ 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? ☐ Am I maximizing my retirement plan contributions? | 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 ☐ Trusted Contact form |
Please contact the Baron Financial Group Team for help in taking a fresh look at your financials for 2025.
Disclosure: This is a general communication being provided for informational purposes only. Past performance is no guarantee of future results. Every investment strategy has the potential for profit or loss. This material is not intended to be relied upon as a forecast, research, tax or investment advice. Please consult your financial planning and tax professional for personal advice.