What better time to set the year on the right track than today? The beginning of the year is a great time to create a financial plan for the future and review key documents you need to make sure you are setting yourself and your family up for success. I am excited to share with you actionable steps you can take today to start 2023 on the right track when it comes to your finances.
In this episode, I discuss:
- Seven (7) things you should do to start the year right including:
- Creating or updating your estate plan
- Reviewing your life insurance policies
- Reviewing 2022 financial results compared to your goals
- Writing down 3 to 5 financial goals for this year
- Will, Trust, Pour-over will…
- Key elements to include in estate plan
- Passive income vs. active income
- Life insurance policy as a protection for your loved ones and as a tax optimization strategy for the wealthy
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TOPICS
- Review the previous year to determine what worked and what you can improve on [00:40]
- Write down financial goals [1:49]
- Review beneficiaries [3:09]
- Life insurance outside of your job. [7:29]
- Creating more income streams, preferably passive income. [9:42]
- Increase your credit limit if you have a good credit standing. [10:56]
- Several options to automate investments in different vehicles or streams. [11:44]
Connect with Anne-Lyse:
A Team Dklutr Production
