• End of Year Checklist

  • Dec 14 2021
  • Length: 15 mins
  • Podcast

End of Year Checklist

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  • Summary

  • The end of the year is a great time to take stock of all things in life.  This is especially true for your personal finances.  Here are 9 items for your end of the year checklist.  Jag and Vince Oldre from CFG Retirement Group break them down in this week's episode.

    • Review/Update Your Beneficiaries
    • Review/Update Your Tax Withholding
    • Review Your Homeowners, Auto, and Other Insurance Needs
    • Review Your Portfolio and Diversify if Necessary
    • Spend Those Flex Account Dollars Before They Are Gone!
    • Check on Your Emergency Savings
    • Contribute To 529 Plans and Other College Funds
    • Make Charitable Donations
    • Plan For The Future

    Additional Resources:

    CFG Retirement Website: https://cfgretirement.com/

    CFG Retirement Phone Number to Call: 952-657-7470

    CFG Retirement TEXT line: 612-448-3243

    Vince email: vince@cfgretirement.com
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