With the end of the year and holiday season approaching, there is no better time to consider some end-of-year planning.
Plancorp wealth manager, Steven A. Frank, shares a checklist of topics,in the Fall/Winter issue of Heartbeat, a Ronald McDonald House Charities (RMHC) of St. Louis publication, which you may want to discuss with your financial advisor before year-end.
Steven also strongly recommends that you receive an annual, comprehensive financial check-up that covers:
- A financial independence analysis
- Insurance Review
- Estate Plan Review
Additional planning areas may also be discussed such as tax planning, year-end charitable gifts, or intra-generational planning. To learn more, read his article here.