financialchecklist

The year-end rush is here. Between holidays, vacations, wrapping up school, family – life gets a different type of hectic. But it’s the most important time to get things done if you haven’t already when it comes to year-end financial and tax planning. To make things easier, we’ve comprised a comprehensive checklist for ER docs that can hopefully be tackled by the end of the year with the goal of maximizing wealth building.

Feel free to reach out if you need help with any of the items we’ll discuss today.

With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.