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Check Your Financial Health In 2022

Check Your Financial Health In 2022

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, you may be particularly motivated in January to consider making financial resolutions for the future. At Hurlow Wealth Management Group we proactively help clients review their circumstances and goals and to guide them toward impactful improvements.

If you are looking to make a fresh start this year, take a look at the checklist below. It covers fundamental considerations, including:

  • Personal issues
  • Cash flow issues
  • Asset and debt issues
  • Tax issues
  • Insurance issues
  • Legal issues

Click the box below to see the checklist: 

What Issues Should I Consider In 2022?


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Services offered through Hurlow Wealth Management Group, Inc., a Registered Investment Adviser. Hurlow Wealth Management Group, Inc. does not provide tax, legal or accounting advice.  Advisory services are only offered to clients or prospective clients where Hurlow Wealth Management Group, Inc. and its representatives are properly licensed or exempt from licensure.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Hurlow Wealth Management Group, Inc. unless a client service agreement is in place.  

 


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