Year-end Financial Planning Checklist


Our friends at The Andrews-Balboa Wealth Management Group shared some valuable end-of-the-year planning information with us that we thought prudent to pass along.Checklist

Their complete “2015 Year-End Planning Guide” includes information such as:

  • Legislation watch
  • Tax figures to note
  • Tax planning strategies
  • Investment planning
  • Estate planning
  • Charitable planning
  • Retirement planning
  • and a 2015 Year-end planning checklist.

Download a PDF copy of the guide here.

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