Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st.
Here’s what you will learn about in this episode:
- Why you need to check on your health insurance plan.
- The benefits of a health savings account.
- How to incorporate a flexible spending account into your financial plan
- The importance of reviewing your Medicare plan and when to enroll
- Why you should rebalance your investments
- And more!
Tune in to this information-packed episode now and learn how to prepare for the end of 2018!
Resources:
Bautis Financial | 2018 Year-End Financial Planning Checklist
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Episode 2 – 6 Threats To Your Retirement And How to Combat Them