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.
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.