End of Year Planning Checklist

Happy November! We are officially in the home stretch of the year.  Including today there are only 60 more days left in 2021 of which there are approximately 40 work days!

Here at Meridian, we are taking advantage of every one of those days and are continuing to work through end of year planning with our clients.  While each situation varies and every year looks a bit different, we wanted to share a helpful check list of some common issues to consider before ringing in the new year.

And as always, if you have questions or would like to discuss any of these issues (or anything else not on the list), we are always happy to help!

Categories : Financial Planning

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