One Response to Making a List… Checking It Twice! Year-End Financial Review

  1. Mady Laughman says:

    Don’t forget to update your beneficiary forms for your various benefit/insurance plans (i.e. Life Insurance, Pension, 401(k), etc.) especially if you have had life/family event changes during the year.

    Also, it may be a good time to assess if you have enough life insurance and disability coverage. Then look into plans that your employer offers to supplement your needs.

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