The new year is a great time to get your financial house in order. And the beginning of a new decade is an ideal time to zoom out and take a critical look at your personal finances.
Last episode, we looked at New Year's Resolutions. As we begin 2020 though, now is a great time to take a longer view of your financial situation. This may include:
Reviewing beneficiaries on accounts and life insurance
Making sure you have enough life insurance coverage and checking the expiration date
Checking the investments of your retirement accounts
Reviewing your estate plan
Reviewing your insurance
Hiring someone to help if you need it!
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