Helping Diligent Advisors Ensure They're On The Right Planning Path
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The end of the year provides a number of planning opportunities and issues for financial advisors to discuss with their clients. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning.
In this checklist, we cover a number of planning issues that your clients need to consider prior to year-end to ensure they stay on track, including:
This is a comprehensive checklist of the types of year-end planning issues that advisors should be discussing with their clients to ensure they consider and take advantage of opportunities in the current year and beyond.
Updated for 1/15/2021