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#3: Check Your Investments

When you go to the doctor for a checkup, certain things are more painful than others. After the stock market free-fall we endured — one of the toughest ever — this investing checkup will hurt a little bit … OK, maybe a lot … but you must do it!

When was the last time that you checked your brokerage statement?  Please don't put your head in the sand, as have many of the investors who have called our national radio show. They simply don't want to know how much money they have lost. Check your statement now.

This is the perfect time to review your investments, consider selling losers and taking the tax loss, and revisit your investment goals for the next 12 months. 

For advice on investing wisely check out The Dolans’ 10 Simple Rules of Investing

Next: #4: Get Organized