Broker Check

Last Chance Financial Planning Checklist

November 10, 2016

The 2016 Last-Chance Financial Planning Checklist is a quick way to determine if you need to take any actions before December 31, 2016. 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. Please click the link below to download the checklist:
2016 Last-Chance Financial Planning Checklist
Please feel free to share if you have a friend or family member who could benefit from this year-end checklist.