Year End... a great time to review your financial goals

Portfolio Review is among the single most important but often ignored aspect in managing one’s finances. The end of the year is a great time to do a review of all your finances including your investment portfolio and financial goals. But there is a method in doing this effectively. I would allude to this as a three step process : Step 1 : Gather all the data points, this could relate to your cash flows, inflows, outflows, savings, investment, Health & Life insurances, including the goals posts that you had in mind to reach by the end of the year. Step 2 : In a calm mind at a peaceful time,(I prefer early mornings say 5 to am, but pick your best time), review each aspect of your personal fi

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