Financial Planning

4 Tips for an Effective Year-End Financial Review

It's the holiday season -- time for your financial check-up.

November 3, 2015

Ah, the holidays. A magical time of year that brings families and friends together—and ranks highest in consumer spending. As you finalize your holiday travel plans, plan for holiday festivities (and shopping) and reflect on 2015, make sure to carve out time for your year-end financial review. Not only will it help you assess your financial activities and progress, but a thorough assessment can help better prepare for the year ahead.

Taylor Schulte, CFP® is founder and CEO of Define Financial, a San Diego-based fee-only firm. He is passionate about helping clients accumulate wealth and plan for retirement.

Taylor Schulte, CFP

Founder and CEO, Define Financial

Taylor Schulte, CFP®, is founder and CEO of Define Financial, a fee-only wealth management firm in San Diego. In addition, Schulte hosts The Stay Wealthy Retirement Podcast, teaching people how to reduce taxes, invest smarter, and make work optional. He has been recognized as a top 40 Under 40 adviser by InvestmentNews and one of the top 100 most influential advisers by Investopedia.

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.