Re-post of an article originally published by Perigon’s Bud Sturmak and Longview Strategy’s Evan Zall on investmentnews.com on April 17, 2020.
Your 2024 Year-End Financial Planning Checklist
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances.