10 Easily Fixable, But Often Overlooked, Financial Planning Items

It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could make a big difference in your bottom line.

Money in a jeans pocket.
(Image credit: Getty Images)

We go through our daily activities and oftentimes neglect to revisit financial aspects that can earn us some extra cash or prevent future financial hardship.

The following list is not meant to be exhaustive or cover all eventualities, but it outlines some items to be aware of that you can discuss in more detail with your tax, insurance, estate or financial adviser.


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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Roxanne Alexander, CFP®, CAIA, AIF®, ADPA®
Senior Financial Adviser, Evensky & Katz/Foldes Financial Wealth Management

Roxanne Alexander is a senior financial adviser with Evensky & Katz/Foldes Financial handling client analysis on investments, insurance, annuities, college planning and developing investment policies. Prior to this, she was a senior vice president at Evensky & Katz working with both individual and institutional clients. She has a bachelor’s in accounting and business management from the University of the West Indies, she received an MBA at the University of Miami in finance and investments.