Download the Year-End Financial Checklist
The year-end financial checklist can be a useful tool for helping you take control of your finances. It can assist you in reviewing your financial situation, identifying potential areas for improvement, and making any necessary adjustments. By completing a year-end financial checklist, you can gain a better understanding of your financial health and take steps to improve it. This can help you achieve your financial goals and give you peace of mind. A year-end financial checklist can also help you stay organized and ensure that you are making the most of your money.
If you would like to speak with an advisor regarding this document’s contents or other financial planning and investment matters, please reach out to StrategIQ today.
Or, reach out to James L. Hart
Financial Advisor, Retirement Plan Consultant
By Phone: 219.736.8902 ext.238
By Email: jlhart@sfgweb.com
