COVID-19 – We are committed to helping keep our clients and employees safe and connected 301-468-3220

Year-end Financial Planning Checklist

Checklist

Our friends at The Andrews-Balboa Wealth Management Group shared some valuable end-of-the-year planning information with us that we thought prudent to pass along.

Their complete "2015 Year-End Planning Guide" includes information such as:

  • Legislation watch
  • Tax figures to note
  • Tax planning strategies
  • Investment planning
  • Estate planning
  • Charitable planning
  • Retirement planning
  • and a 2015 Year-end planning checklist.

Download a PDF copy of the guide here.

Share This Story, Choose Your Platform!
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram