Thumbnail - 2022_ What Issues Should I Consider At The Start Of The Year_

Download this helpful checklist to learn what you should be thinking about in 2022, including:

  • Personal issues
  • Cash flow issues
  • Asset & debt issues
  • Tax issues
  • Insurance issues
  • Legal issues
Download the guide by filling out the form.

Complete the form to download the guide.

“You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.”


Adam Phillips, CFA, CFP® - Director of Portfolio Strategy, EP Wealth Advisors, LLC

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