At the start of the year, it's essential to conduct a financial health checkup with your wealth management team. Key questions to ask include whether your investment strategy aligns with your current financial goals, the impact of your investments on the world, and the proper allocation of your portfolio. Additionally, consider upcoming life milestones, tax implications, fees, and the status of your estate planning documents. Regular communication with your financial advisor, accountant, and estate attorney can help ensure your financial health remains on track.
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