- Do you have unrealized investment losses in your taxable accounts?
- Have there been any changes to your marital status?
- Did you meet your health insurance plan’s annual deductible?
CLICK HERE to download this checklist!
Get the latest expert financial tips and advice + access to our free financial checklists.
Join our mailing list to receive your 2021 and 2022 Tax & Financial Planning Guide, as well as your Net Worth Statement and Spending Plan.