Whiteboard Series

Whiteboard Series: 4th Quarter Financial Planning Checklist

October is almost over and before you know it, December will be here and we’ll all be planning for the new year. Before you look back in late November only realize you’ve missed some important deadlines, check out this episode of the Whiteboard Series. Roman and Leo joined me today to discuss a 4th quarter financial planning checklist:

  • Tax planning
  • 529 plan contributions
  • Workplace benefits
  • Health insurance exchanges
  • IRA contributions*
  • Charitable contributions
  • Rebalancing
  • Goals


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.