The 9 Steps to Take to Make 2019 Your Best Financial Year Ever

Even the best savers could benefit from taking a cruise through this financial checklist. And if you're not the most disciplined budgeter on the block, then even better.

(Image credit: Blackzheep)

New Year’s is a day of renewal — the perfect time to create the kind of personal resolutions meant to improve your life. In other words, the perfect day to review your personal financial situation.

A yearly accounting of your finances should be a routine for everyone, but it isn’t for most.

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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.

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Jaime Eckels, CFP
Relationship Manager, Plante Moran Financial Advisors

Jaime Eckels, CFP, has been helping clients achieve their financial goals for 20 years and specializes in developing savings behaviors, implementing debt-reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes and maximizing client balance sheets.