Your Annual Financial To Do List

Tue, 11/29/2011

Things you can do before and for the New Year.

Presented by Dwain K. Tataryn, CPA, CFP®

The end of the year is a good time to review your personal finances.  What are your financial, business or life priorities for 2012? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or budgeting methods you could use to realize them. Also, consider these year-end moves.

 

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Your Annual Financial To-Do List DT.pdf154.91 KB