Once a year I like to take a deep dive into all aspects of my personal finance. This assessment is for anyone in retirement who would like to review their overall financial picture and come up with a punch list or To Do list of what needs to be done.
Some of these topics will include “punch lists” to summarize what you may want to tackle this year. There is also a “master” punch list at the end that will hit on all topics. Feel free to prioritize this master list with what’s most important to least important. And for extra credit, you can “calendarize” when you’ll tackle these priorities.
Disclosures
The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be construed as any form of tax advice, or to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. To the extent that this material concerns investments or securities, it is not intended or written to be construed as any form of investment, financial planning, or other professional advice. Any material that includes or references investment performance is not intended to imply or guarantee any future investment performance; past performance is not indicative of future returns, all investments are subject to risk, and you may lose the principal you invest. You should seek independent advice that is tailored for your specific personal circumstances from a qualified professional before taking any action based on the information contained herein. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.By clicking on any of the links, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.
Copyright ©2025 Stevens Visionary Strategies LLC. All rights reserved.
No part of this publication may be reproduced, distributed, or transmitted in any form or by any means without the prior written consent of the owner except as expressly permitted by U.S. copyright law.
