Start the Year Right: A Smarter Financial Checklist

📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/

A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.

Here’s some of what we discuss in this episode:

🧾 Tax Withholdings – Making sure the right amount is withheld

📜 New Legislation – How recent laws affect your taxes

📆 Estimated Taxes – Quarterly payments versus automatic withholding

💼 Retirement Contributions – Maximizing limits and catch-up options

📁 Tax Prep – Organizing documents before deadlines arrive

Get in touch with the Peterson Financial team: https://petersonfg.com/