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Financial Planning Checklist for the End of the Year

financial planning checklist

I’m thrilled to welcome back my fierce friend, Peggy Doviak, to share her¬†wisdom on end of year financial planning tasks to set us up for success next year.

Peggy is the author of 52 Weeks to Prosperity along with other blogs posts you can find on Fierce Beyond 50 like: paying for college, advice about prosperity vs. money, setting financial goals, saving for retirement and curbing your holiday spending. She has a wealth of advice and we’re all better served by having a professional like Peggy in our corner!

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