Live with MainStreet
Live with MainStreet – EP 18 End of Year Planning
Today’ we’re talking about End of Year Planning.
1. Check your credit report
2. Do you have a spending plan? Are you on track?
3. Simplify financial records
4. Look at your investments for rebalancing
5. Check your RMD’s
6. Is your estate plan current?
7. Review your benefits
8. What are your 2018 goals?