Over time, your financial objectives are bound to shift, which is why it makes sense to review your financial plan on a regular basis.

With a proactive stance, you can keep pace with shifting laws and regulations, as well as evolving life circumstances, better positioning you to achieve your short- and long-term goals.

To keep your financial house in order, download this free checklist. In it, you’ll find a range of tips to help you:

• Review your financial goals, assess your emergency fund, and evaluate your budget.
• Plan for major expenses.
• Rebalance your portfolio and maximize your retirement contributions.
• Check in on your estate plan, tax strategies, and insurance coverage.

By periodically revisiting your financial plan, you can make sure it continues to align with your evolving priorities.