Year-End Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end financial planning review of opportunities.”

The year end financial planning review highlighted opportunities to consider and also raise some awareness.  Check your beneficiary designations for life changes like a new partner, child or sibling to replace “old” beneficiaries like mom and dad or an ex-spouse.  Next week, Laurie will further explore what it means to know what your tax bracket is as we continue our series on Financial Planning.

(Original air date September 30, 2020)