Checklist

With the new year fast approaching, it’s time to purge, cleanse, and refocus on what’s important. The same goes for your finances. Take this time of year to simplify finances, rebalance your portfolio if necessary, and revisit your long-term financial plan. Are you on track to accomplish your goals? Here’s a great list to get you started.

Don’t forget to do a little housekeeping and verify security measures, update passwords, and order your free credit report. If you were involved in the Equifax security breach, make sure you took all necessary steps to secure your personal information.

Organizing the minutia and creating financial clarity for yourself will provide peace of mind to enjoy 2018 and beyond. Happy New Year!

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