Meeting with your financial advisor in the first quarter is crucial. Discuss annual tax rules, investment performance, and future plans. Ensure you’re safe-harbored with the IRS to avoid underpayment penalties. Stay updated on tax law changes and adjust strategies early. Align investments with goals to avoid risks and stress. Review and adjust your financial plan regularly for success.

Read more at Yahoo Finance: The 7 best questions to ask your financial advisor in the new year