Having a financial plan going into the new year is incredibly important to help you meet your financial goals and to ensure that you are adequately prepared. In this second installment of your end-of-year financial checklist, we will be discussing insurance planning, estate planning, and other key considerations for you to plan for.

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start.

Life pulls us in a million directions: careers, kids, houses, cars, taxes, vacation, income, weddings, retirement, groceries, side hustles, investments, aging parents, promotions, and job changes. Amidst it all, we try to make financially responsible decisions for ourselves and our families. We don’t want to compromise our lifestyle now, but we also can’t sacrifice building a plan for retirement. Ben Galloway, CFP® has put together an order of operations checklist related to what to do with your next dollar for HENRY's.

By understanding the nuances of proactive planning, you can safeguard your assets, ensure your wishes are respected, and ensure your future aligns with your values and relationships.