It’s that time of year when we’re all hoping to end up on Santa’s nice list – or trying to get our kids onto Santa’s nice list – but Old St. Nick’s isn’t the only list we hope you’re paying attention to. For those of you who are clients with us, think back to those early meetings we held with you. Remember that paper we gave you with little boxes next to some words, and “planning checklist” at the top?
Last week we started talking about planning ahead for the end of 2014, and I want to continue that conversation today by addressing two additional important topics: retirement contributions and reviewing your investment portfolio.
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.
