BEFORE YEAR -END: FOUR FINANCIAL PLANNING AREAS WORTH A CLOSER LOOK
How taxes, investments, retirement income, and estate planning can
intersect & why timing matters.
This time of year has a funny way of feeling like there isn’t enough time in the day.
Between holiday plans, school, and sports schedules, travel, and everything else
competing for your attention, important financial decisions can easily get pushed into
December or the next year. Depending on the situation, that can mean a planning
opportunity gets missed.
A year-end review doesn’t need to mean creating a long list of financial homework. I
don’t like homework any more than the next person.
