Excellent Post at the Retirement Manifesto on your beginning of the year financial moves

Pretty much parallels what I do each year in the first day or two. Excellent checklist!

Retirement Manifesto: A step-by-step guide-to-your-annual-financial-update


  • Update Net Worth Statement
  • Update investments/capture current asset allocation
  • Determine portfolio rebalancing actions
  • If retired, update your bucket strategy (how much in cash bucket, how much in 5-8 year bucket, how much in long-term bucket)
  • Update your spending from the previous year
  • Determine your spending goals/limits for the new year

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