I’ve found that the two main reasons why people don’t make progress with achieving their financial goals are Time and Knowledge. We get bogged down by things at work and want to spend any free time with our families or doing things we enjoy. It can also be overwhelming to know where to start when creating a financial plan.
Every year I send out an end of year financial planning checklist that is meant to address both of them. It’s called the Last Chance checklist because it reminds us to take a look at some areas – like taxes, investments, health care, insurance, and retirement – that might need our attention before the end of the year.
As you’ll see, it’s quick and should take about 5 minutes to complete.
I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, you can schedule a free consultation and I’d be happy to review them with you.
Episode 29 – Tax Planning: Not Just a Year-End Event with Kenneth Lam