End of the Year Financial Essentials

The end of the year provides an ideal opportunity to reflect on the status of your personal finances and review your evolving goals and objectives for the year ahead. Below are seven things you MUST do to be prepared for a fun New Year’s Eve:

  • Get Organized. Pull together all of your important papers, including any wills, trusts, life insurance policies, homeowners insurance, and other pertinent financial records.
  • Prepare a Tax Strategy. Begin to gather tax information and arrange a time to meet with your accountant, if necessary. It is…



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