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2016 Year End Financial Planning

November 27, 2016 by Bautis Financial

Every year I send out a checklist to try to put the focus on some areas – like taxes, investments, health care, insurance, and retirement that may need attention before the end of the year. In this article I wanted to highlight an item or two from each area of the checklist and why it could be important to look at. I have curated some articles in each section that dive deeper into each topic.lastchance_image
You can obtain a copy of the checklist here
taxes
Read: 7 Questions to Ask Your CPA Before Year End
retirement
Read: A Quick Guide To Retirement Plans for Small Businesses
investments
Watch a video that describes the strategy of rebalancing
[youtube]https://www.youtube.com/watch?v=TV5XvGl1nrc[/youtube] insurance
Read: 5 Questions to ask your agent about insurance on your home: 
milestones

Read: Do I Need to Apply for Medicare if I am Still Working
Read: Social Security When To Apply
health
Read: Health Care Coverage Checklist: Obtaining the Best Coverage
changes
Read: Is a Cash Windfall in your Future
Read: Assisted Living Checklist
family
Read: College Planning: Know the Rules for Education Funding
Category: Investments, Miscellaneous, Personal Finance, Retirement Planning, Social Security and Medicare, Wealth Management
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