How to do an annual financial checkup
By Aaron Crowe
The start of a new year is a chance to start with a clean slate and plan for a better year ahead. If your finances didn't fare so well in the previous year, it can be a time to rethink your approach and give yourself a financial checkup to ensure you're on the right path.
An annual financial checkup doesn't require hiring a financial adviser or an investment broker to go over your documents. It can be done at home with a few hours of planning. Here are some things to go over: