5-Step Financial Checklist To Complete Before The End Of 2016

Businessman Touching a Graph Indicating Growth

There’s no time like the end of the year to take stock of your financial life. The end of the year is a great time to take a high-level overview of what you have, both assets and liabilities, to prepare for the year ahead and any financial milestones or challenges you may face including; marriage, home-buying, kids, and retirement. Below are the most important money steps to take before 2016 is over.

1. Take Financial Inventory

2. Revisit Your Estate Plan

3. Update Beneficiary Forms

4. Make Smart Tax Moves

5. Assess Your Path To Retirement

 

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