Business
The beginning of the year is when a lot of people plan home improvements. Some fresh paint, new windows, cleaning out the garage. Nothing major, just a few simple actions to spruce up the place. It's also a great time to consider improvements for your financial house. These aren't New Year's resolutions. These are adjustments to your well-laid plan for building wealth and retiring on your terms. Things like staying tax efficient, making sure you own the right kinds of assets, and keeping your focus on the most important job you'll ever have in retirement. In this episode, we share a few of the key checklist items we help our clients address so they stay on track.