At the end of every year, we recommend doing a review of all your investments, retirement accounts, and overall financial house. This is the perfect time of year to make charitable donations or complete a backdoor Roth IRA so you can potentially save money during tax season.
This checklist should help you conduct a year-end financial review. Depending on your personal financial needs, you can tailor the steps on this list to align with your goals.
If you have any questions about anything on this checklist, don’t hesitate to reach out!
