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Assessing the New Year

It's that time of year to take inventory of your life, to look back at what you've accomplished and experienced in the past year and to look forward and proactively at the coming year. Here is an adaptation of some self-assessment questions a friend sent to me. Use it to get motivated about making this year your best financial year ever.

1. What is the biggest lesson I've learned over the last year about my finances?
2. What is my most important financial need at this stage of my life?
3. This time next year, what would I like to see different in my finances? In other words, what's my vision?
4. What have I been procrastinating about?
5. How could I make more of a positive difference in the lives of others with my wealth in the next 12 months?

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