How often should I review my financial plan?

You should review your financial plan (ideally with your financial advisor) at least once per year and  after any major life event (marriage, divorce, birth of child, important medical diagnosis, etc.). When you review your financial plan,  you should check your savings rate, investment performance, risk exposure, progress towards your goals, and your tax efficiency. You should also consider any changes in insurance coverage, estate plans, beneficiary designations, and health care plans.