Every year I send out a checklist to try to put the focus on some areas – like taxes, investments, health care, insurance, and retirement that may need attention before the end of the year. In this article I wanted to highlight an item or two from each area of the checklist and why it could be important to look at. I have curated some articles in each section that dive deeper into each topic.
You can obtain a copy of the checklist here
Watch a video that describes the strategy of rebalancing