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

Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal. Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.

According to the U.S. Department of Health and Human Services, more than 70% of individuals over the age of 65 will ultimately require some form of long-term care (LTC). If you should need LTC at some point, your world could change significantly, affecting not only your quality of life, but your finances, as well.