It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to take actions before the end of the year.

It’s a small checklist with some BIG ideas that can put money in your pocket!  The checklist covers – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops.

I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, we should address them right away.

Once you review the checklist, if you have any questions, please feel free to contact me.

If you know someone who could use this checklist, let me know. I will make it available to anyone who could use the help.