A Guide to Your Year-End Financial Review

20/12/2023 22 min Episodio 87
A Guide to Your Year-End Financial Review

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Episode Synopsis


What can you do at the end of the year to set yourself up for financial success in 2024?In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.I’ll cover:Why is an end-of-year financial review important?Setting goals for the next 3 yearsAssessing your spending planEvaluating your investmentsBuilding a financial safety netAnd more