End of Year Checklist
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End of Year Checklist
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About this listen
The end of the year is a great time to take stock of all things in life. This is especially true for your personal finances. Here are 9 items for your end of the year checklist. Jag and Vince Oldre from CFG Retirement Group break them down in this week's episode.
- Review/Update Your Beneficiaries
- Review/Update Your Tax Withholding
- Review Your Homeowners, Auto, and Other Insurance Needs
- Review Your Portfolio and Diversify if Necessary
- Spend Those Flex Account Dollars Before They Are Gone!
- Check on Your Emergency Savings
- Contribute To 529 Plans and Other College Funds
- Make Charitable Donations
- Plan For The Future
Additional Resources:
CFG Retirement Website: https://cfgretirement.com/
CFG Retirement Phone Number to Call: 952-657-7470
CFG Retirement TEXT line: 612-448-3243
Vince email: vince@cfgretirement.com
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