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:<ul><li>Why is an end-of-year financial review important?</li><li>Setting goals for the next 3 years</li><li>Assessing your spending plan</li><li>Evaluating your investments</li><li>Building a financial safety net</li><li>And more</li></ul>

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

A Guide to Your Year-End Financial Review

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A Guide to Your Year-End Financial Review

A Guide to Your Year-End Financial Review