As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these yearly things, the better. Reach out to your financial advisor if you have questions or want to revisit your goals for this year and beyond.
Here’s what we discuss today on the show:
- Do you have the right tax withholdings? (2:00)
- Assess your retirement contributions. (4:39)
- Start gathering your tax documents now. (6:49)
- Touch base with your financial advisor. (8:19)
A Point Of Wisdom: