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.
You can obtain a copy of the checklist here
Read: 7 Questions to Ask Your CPA Before Year End
Read: A Quick Guide To Retirement Plans for Small Businesses
Watch a video that describes the strategy of rebalancing
[youtube]https://www.youtube.com/watch?v=TV5XvGl1nrc[/youtube]
Read: 5 Questions to ask your agent about insurance on your home:
