Any changes or updates should

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Have you revisited your financial plan? Finally, a thorough financial checkup should always include a review of your overall financial plan. Think about your values ​​and priorities - your personal circumstances or wishes may change over time, and your plan should always be aligned with your life situation. Take inventory of your investments, review your asset allocation, and consider developing a will and estate plan.


Any changes or updates should be made as soon as possible argentina phone number list to ensure your plan is up to date. Get Organized Once you’ve completed your financial health checkup, consolidate all of your latest account and policy information so you can access it when you need it. Jot down some key dates and milestones, and set a date on your calendar for your next check-in — when you hold yourself accountable, you may be more likely to follow through.


Remember, regular check-ins may help you breathe easier, knowing you’re taking proactive steps toward long-term financial health. The scoop on mastering your money. Timely attention to lifetime planning, saving and investing. 1Empower 'Emergency Savings' research is based on responses to an online survey of 1,192 adults conducted by YouGov between 12 and 15 April 2024. The survey was weighted to be representative of adults (aged 18+) nationally.