The New Year is usually full of resolutions and goals to improve life within the new year. However, it can be overwhelming knowing where to start or where to focus. We have a guide to help you review the important things throughout the year. We cover everything from health to home maintenance.

New Year Check List

  • Financial Review:
  • Review your budget and expenses for the year.
  • Check on your savings and investment accounts.
  • Consider making any last-minute charitable contributions for tax purposes.
  • Insurance Check:
  • Review and update your health, life, and property insurance policies.
  • Ensure beneficiaries are up-to-date.
  • Education Planning:
  • Review your children’s educational progress.
  • Plan for any upcoming educational expenses.
  • Home Maintenance:
  • Conduct a home safety check.
  • Schedule any necessary repairs or maintenance tasks.
  • Review Goals:
  • Reflect on personal and family goals set for the year.
  • Set new goals for the upcoming year.
  • Legal Documents:
  • Review and update wills, trusts, and other legal documents.
  • Ensure that powers of attorney are current.
  • Emergency Preparedness:
  • Update emergency contact information.
  • Check emergency supplies and replace as needed.
  • Technology Cleanup:
  • Back up important digital files.
  • Clean up and organize digital devices.
  • Family Time:
  • Plan quality time with family and loved ones.
  • Consider setting aside time for a family meeting to discuss goals and plans for the upcoming year.