you a closer look at all your targets, whether achieved or yet to be attained. Based on the evaluation, the targets for the coming year can be set.
Financial loose ends: Most of us end up forgetting some parts of our overall financial plan. This could range from not writing a will to changing the address on your communication. Take this New Year as an opportunity to review the various loose ends on your financial life and set a time-frame to deal with it. For matters like estate planning, you can consult your financial planner to help you prepare the required documents. Hopefully, these pointers will help you streamline your finances and outline your expenditure for the coming year.
The writer is founder and CEO, Ffreedom Financial Planners