Autumn Edition
By David Yucius, Jr., CFA®
Many investors review their retirement strategies, education funding, legal updates, and end-of-year tax adjustments during autumn. Use this checklist to ask about these primary areas of interest:
- Education. Does your financial checklist include planning for your children’s educational expenses? If yes, is your plan sufficient and appropriately invested to meet future costs?
- Retirement. Are your retirement plans, contributions, and investment choices still meeting your objectives?
- Taxes. Have you identified opportunities for tax-loss harvesting and year-end deductions?
- Legal. Are your personal and business legal documents accessible, current, and compliant with regulations?
- Feedback. Have you provided feedback to your investment team—wealth manager, accountant, and legal—on your satisfaction level with services and areas for improvement?
We offer a complimentary comprehensive review to evaluate your financial plan and investment strategy before the end of the year. Please contact us to set a time that works for you.
