Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. In this episode of The Agent of Wealth Podcast, host Marc Bautis kicks off a series on the Last-Chance Financial Planning Checklist covering eight key areas:
Listen to the rest of the 2018 Year-End Financial Checklist Podcast Series:
Resources:
Download the Checklist | Bautis Financial: (862) 205-5000
