Money Date – Your Last Minute Year End Financial Planning Checklist
Posted on Nov 10, 2019
Want to get a jump-start on 2020? Tackle your end-of-year finances with this easy, last-minute checklist.
In today’s Money Date, your host, Anna Sergunina, CFP®, is going over the things you can add to your financial “to do” list as we approach the end of the year.