From Tax Return to Financial Plan
Most people spend more time planning their vacations each year than they do on financial planning. If you’re looking for a good time to start or revisit your financial plan, jumping in just after completing your tax return could be ideal. Having the return, investment statements, debt statements and more handy can make the document gathering and analysis much easier. So, if you are ready to embark on a plan that gives you peace of mind, don’t file and forget the documents. Let’s look at how to use them.