89 – Year End Financial Planning Checklist
We’ve reached the final month of a long and difficult year. It’s time to take stock of your situation, do a little financial housekeeping and set yourself up for success in 2021. Ken walks you through a step by step checklist of how to do just that. Review your 2020 goals, how did you do? Review your balances and outline how you want to tackle them in the coming year. Coordinate with your tax accountant to leverage tax benefits. Listen in to get the full comprehensive to do list.