2023 Yearly Financial Planning Checklist

2023 is off to a much better start than last year but still promises to be full of unpredictability and volatility. While there is not much we can do to control the markets or the global economic landscape, focusing our attention on sound portfolio management, financial planning and making the right tactical and strategic decisions can help. That’s why we compiled this checklist to help guide you through your financial planning this year.

Watch the video below to see Altair’s Director of Financial Planning, Katie O’Hara, and Director of Communications, Anna Nichols, discuss the checklist and what factors you should consider as you begin your planning.

As you navigate the 2023 Yearly 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 5 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.