Year-End Financial Planning Checklist
Dec 14 2024
Length: 25 mins
Podcast

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Year-End Financial Planning Checklist

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Summary
The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to this episode of The Retirement Income Show with Dave Stearns to learn what items you don't want to forget!

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