End of Year Planning Checklist

It may be hard to believe, but we are nearing the end of 2020. The end of the year is an opportune time to evaluate your financial situation, review your risk management plan, and define action steps for any items that need to get done before year-end.

To assist with this process, we have prepared an end-of year financial planning checklist for you to review. This document, which you can access below, covers a variety of topics such as retirement contributions, gifting, estate planning, tax planning, and more. You will also find information about important deadlines so you don’t miss your chance to take advantage of any applicable strategies.

We hope this material is helpful to you. If there is anything you would like to review with an advisor prior to the end of the year, please feel welcome to contact our office at (518) 720-3333.