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2017 Last-Chance Planning Checklist

November 15, 2017
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The 2017 Last-Chance Financial Planning Checklist is a quick way to determine if you need to take any actions before December 31, 2017. Although we review these items with our clients throughout the year, you may find the checklist useful to review for your peace-of-mind or for a friend who may not receive the same comprehensive service.

This simple checklist covers those areas that typically need attention at year end: taxes, retirement savings, investments, insurance, and medical.