Your Essential Year-End Financial Checklist

The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year, and tax season probably isn’t even a distant thought yet. But there are a number of reasons to make year-end financial and estate planning a priority because when the year turns over there’s no going back. 

It’s safe to say we’re all ready to bid 2021 goodbye – but before you let the holidays take over completely, set aside some time to get your finances in order.  

Jeff Powell & Jeremy Witbeck provide valuable insights and tips for making sure you take action, if needed, before the end of the year and head into next year feeling confident about your financial health.

Jeff Powell

Jeff Powell

Jeremy Witbeck

Jeremy Witbeck

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