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Now that it’s a new year, why not add “regular financial reviews” to your existing list of New Year’s resolutions? Here’s a brief description of what a typical review might entail:

Will you make a New Year’s resolution? The smartest one might be to get your finances in order. Here is a framework for making your financial resolution stick.

New Year's financial checklist; budget, debt, retirement contributions, rebalance, will, emergency fund, credit report, insurance, automatic bill pay.

Your year-end bonus remains taxable income and you can make smart decisions with your financial planner to budget it responsibly, as you do (presumably) all your other pay. That doesn’t mean you can’t enjoy yourself a little, but keep priorities in mind.

The end of the year provides an ideal opportunity to reflect on the status of your personal finances and review your evolving goals and objectives for the year ahead with your financial planner.

As we head to the end of the year, now is a great time to make sure your financial plan still on track. And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the most common and important items to review with your financial advisor