Believe it or not, we’re already in the final days of 2025. Soon, the calendar will turn over and things will carry on. So will your current plans, and it’s important to make sure that your plan is still properly aligned with your goals after everything that may have impacted it over the last year.

Conducting an annual financial review of your plans with a professional is essential for maintaining long-term financial confidence. Retirement planning is not a “set it and forget it” process; it requires ongoing adjustments to reflect changes in your life and the economy. Over the course of a year, factors such as market volatility, inflation, tax law updates, and shifts in personal circumstances—like health, employment, or family needs—can significantly impact your retirement strategy.

Beyond numbers, an annual review provides a checkpoint on your journey. Knowing your plan is current and stress-tested against multiple scenarios allows you to approach retirement with confidence. Ultimately, this proactive step helps you adapt to changes before they become problems, allowing you to focus on the future instead of rushing to catch up with the past.

We’re here to review everything that has happened with your accounts, strategies, and life circumstances over the last year. Call us at 678-539-9518 and speak to an experienced professional to give your knowledge and confidence in your plans a boost heading into the new year.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

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This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.