“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
12 Smart Actionable Tips For You To Maximize Your Year End Financial Planning Strategies
The end of the year is fast approaching. Now is the time to plan your year end activities so you can make the most of your financial planning and tax strategies.
In a perfect world, you would have a comprehensive financial plan that you review often to ensure you are on track. However, I’m more realistic. I know you are probably not going to do this…
And to be frank, you would not be reading this in December if you had already done your planning for the year.
Having a financial plan is an important step in making sure you have a path to reach your goals. Financial planning is about figuring out where you want to go, putting together a path to get you there, and monitoring your progress along that path to adjust for unexpected events.
While most financial planning should be done continuously throughout the year, many people wait until year end to complete their checklists. This post should help provide you with 12 immediate actions you can take to get up to speed on your financial planning before year end.