4 Tips for an Effective Year-End Financial Review
It's the holiday season -- time for your financial check-up.
Ah, the holidays. A magical time of year that brings families and friends together—and ranks highest in consumer spending. As you finalize your holiday travel plans, plan for holiday festivities (and shopping) and reflect on 2015, make sure to carve out time for your year-end financial review. Not only will it help you assess your financial activities and progress, but a thorough assessment can help better prepare for the year ahead.
Taylor Schulte, CFP® is founder and CEO of Define Financial, a San Diego-based fee-only firm. He is passionate about helping clients accumulate wealth and plan for retirement.
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