The beginning of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, you may be particularly motivated in January to consider making financial resolutions for the future.

Here are a few considerations to keep in mind when planning for the year:

  • Cash Flow Issues
  • Asset and Debt Issues
  • Tax Issues
  • Insurance coverage

Please take a moment to review the checklist, What Issues Should I Consider At The Start of The Year?

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management