Mon, 17 November 2014
Here is your 2014 year end checklist. As you'll see, it's quick and should take about 3 minutes to complete.
The checklist covers events, milestones, taxes, investments, medical accounts, and retirement plans- areas that often need attention at the end of the year.
I strongly encourage you to complete this checklist as soon as possible. If you see areas that need attention, we should address them right away.
If you have a friend or family member who could benefit from this year-end checklist, please let me know and i'll be happy to send them one as well with no obligation. If you have any questions, feel free to message me or give me a call.
Category:general -- posted at: 8:07am PDT