Your year-end financial checklist: what to review before the new year
wealthcare.substack.com
Before you know it, we’ll all be ringing in 2022 with family and friends. As your year starts to wind down, now’s the time to consider, Did I check everything off my financial to-do list for 2021? It’s natural to start the year with hefty goals and aspirations, but sticking to them can be tough (to say the least). If you haven’t checked on your to-do list in a while, take some time this month to create an end-of-year financial checklist.
Your year-end financial checklist: what to review before the new year
Your year-end financial checklist: what to…
Your year-end financial checklist: what to review before the new year
Before you know it, we’ll all be ringing in 2022 with family and friends. As your year starts to wind down, now’s the time to consider, Did I check everything off my financial to-do list for 2021? It’s natural to start the year with hefty goals and aspirations, but sticking to them can be tough (to say the least). If you haven’t checked on your to-do list in a while, take some time this month to create an end-of-year financial checklist.