Financial advisors tips for year-end planning
September is here and it’s time to get excited about football, getting back into the school-year routine with your kids and, of course, year-end financial planning.
For anyone who believes financial plans can wait until December, think again.
Financial advisors stress that it’s time to get serious about financial strategy, like taxes, evaluating open enrollment options at work and reassessing your overall financial plan.
“Getting started in September is perfect,” said Sheryl Garrett, founder of Garrett Planning Network. “Some of the more sophisticated or involved things to do require advanced planning to make sure all the pieces come together.”