Between client review meetings, holiday cheer and growing a business, my to-do lists now have subsequent to-do lists. Funny how every year, no matter what we’re up to, Dec 1st to January 1st seems to go by in the blink of an eye.
To make up for this week’s late edition of Word on the Street, I’ve complied a 2013 Financial Opportunities Checklist for you to print and add to your respective to-do lists.
Taking a few minutes to review your financial situation before the end of the year can really pay off. This list includes eight areas you should review and/or discuss with your tax and legal advisors to organize your finances, maximize your wealth and protect your financial security:
1. Personal Tax Planning
2. Business Owner Tax Planning
3. Retirement Strategies
4. Your Investment Portfolio
5. Your Financial Security
6. Family
7. Estate
8. Personal Situation Changes
Enjoy the weekend.
D.
Dian Chaaban
Investment & Wealth Advisor
Chaaban Wealth Management Group
416.842.4234