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.
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