Checklist: What Issues Should I Consider at the Start of the Year?

The start of the year is a great time for a financial check-up. In addition to reflecting on the prior year, you may be particularly motivated in January to make financial resolutions for the future. Let’s review your circumstances and goals and look for impactful improvements.

To help those who are looking to make a fresh start this year, we offer this checklist. It covers fundamental considerations, including:

  • Personal issues
  • Cash flow issues
  • Asset and debt issues
  • Tax issues
  • Insurance issues
  • Legal issues

Let us know if you would like to chat!

If this checklist references another checklist or guide you would like to review, please email your request for that piece to This email address is being protected from spambots. You need JavaScript enabled to view it..


Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on January 4, 2024 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager. 

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