10 New Year’s Financial To Do’s (You’ll Feel Great When You Check Them Off)

Once you run through this checklist, you’ll be in great shape for a prosperous and organized new year.

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Most people are cautiously optimistic that 2021 will be a lot better than 2020. But while you're probably looking forward to a time when life can finally return to some semblance of normalcy, there are a number of steps you can take right now to make sure that your financial life is also in good order.


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.

Dan Flanagan, CPA/PFS, CFP®, AEP®
Financial Adviser, Partner, Canby Financial Advisors, LLC

Dan Flanagan brings more than 25 years of financial planning, wealth management and accounting experience to his role as partner and financial adviser at Canby Financial Advisors. His investment, financial planning and tax experience has great appeal among the entrepreneurs and executives who are his typical clients.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.