2022 Beginning of the Year Financial Planning Checklist

Despite it only being February, 2022 already has the makings of an unpredictable year. With the ongoing geopolitical tension in Ukraine, record-breaking inflation and general market turmoil, we are working diligently to prepare our clients for what the coming months will bring. That’s why we compiled this checklist to help guide you through your financial planning this year.

As you navigate the 2022 Beginning-of-Year Financial Planning checklist, please keep in mind the following:

  • The checklist is meant to serve as a reminder of actions you should consider completing. Since personal circumstances vary, it is important to consult with your Altair engagement team, attorneys and personal tax advisers regarding your specific situation.
  • We have provided a glossary beginning on page 6 that provides a brief explanation of each task listed. If you have questions that go beyond the information provided, please don’t hesitate to reach out to your Altair engagement team.

We encourage you to discuss the act and its potential impact with your Altair team and attorney to determine the best course of action, if any.


The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice.  Altair Advisers LLC is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training.  While efforts are made to ensure information contained herein is accurate, Altair Advisers cannot guarantee the accuracy of all such information presented.