- Cancel joint accounts
- Open new accounts
- Change beneficiaries
- Update insurance coverage
- Create emergency fund
- Get disability insurance
- Check your credit score
- Create an estate plan
- Run new tax projections
- Retitle assets in your name
- Create a new budget
- Create a new savings plan
- Analyze current investments
- Update your social security card
- Hire a new financial person
- Buy some great shoes
- Pat yourself on the back – you are starting your new life as the best “you” you can be. Enjoy