The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the most common and important items to review with your financial advisor.

View Full Checklist: https://www.aurochsfinancial.com/wp-content/uploads/2019/12/8-Point-Year-End-Financial-Planning-Checklist.pdf

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)