Financial Checkup Checklist

Just like it’s a good idea to get a health checkup every year, it’s a good idea to get a financial checkup as well.  Doing so can help you detect problems early (while they’re still treatable) and will also help you gauge your progress and make sure you’re on track for a healthy retirement.

To help, I put together this Financial Checkup Checklist with areas that you should be reviewing.  Go through it and then touch base with me if you have any questions or there’s anything I can help you with.  Have a great week!

~ Joe

 

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