New Year’s Financial Tune-Up – Part 1

There’s no better time than the beginning of the year (and just a few months before tax time) to take an overview of your financial picture and make any necessary tweaks and tune-ups.
In this show and the next, we cover 8 areas you may want to take a look at:

1. review your retirement goals
2. review your investment portfolio
3. tax planning
4. income planning
5. health care expenses
6. budgeting and spending
7. optimizing your Social Security benefits strategy
8. estate planning

Listen in.