Dec 4, 2018
It’s the end of the year and while everyone is focused on Holiday activities, there are several year-end financial issues that we should also be prioritizing.
Cheri Blair, our favorite Financial Advisor, joins me today to discuss important information about end of the year financial focuses.
She shares how we can take stock of our financial lives for the past year, avoid additional taxes or penalties, rebalance our investments, and meet some very important deadlines before 2018 comes to a close.
For the full show notes visit: www.ChangeItUpRadio.com