As the end of the year rapidly approaches, today’s article outlines a number of important “money moves” you may be wise to make some time for in your schedule. These various financial housekeeping tasks, organized into three categories – taxes, planning and protection – can pay off financially (e.g. lowering your tax bill) or by providing peace of mind (e.g. being certain your beneficiaries will get what you want them to get). To see what these recommended year-end money moves are, CLICK HERE.
Year-End Money Moves That Can Pay Off
- by Bob Mitchell