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.