Resource

The To-Do List for the Next 12 Months

Foster Group

Foster Group

04/09/25

Start the year with clarity. Here’s where to focus your financial energy over the next 12 months.

  • Team: Document and start building your fi nancial team.
  • Cash Flow: Track spending, establish basic goals, and set budget.
  • Emergency Fund: Save 3 to 6 months worth of expenses.
  • Insurance Needs: Identify and address insurance needs.
  • Debt Elimination: Create a timeline for eliminating debt.
  • Savings: Take advantage of pre-tax retirement plans.
  • Estate Plan: Obtain a will when appropriate

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