10 Financial Steps to Consider Before Year-End
The end of the year is quickly approaching – which often means colder weather, family gatherings, and a hefty to-do list. Take these 10 steps to enhance your financial position before the year comes to a close.
1. REVIEW PROGRESS TOWARD YOUR FINANCIAL GOALS
Meet with your advisor to review changes in the market this year and determine whether these changes may have caused your asset allocation to be out of alignment with
Wealth | Investments | Planning Commerce Trust Company
Made with FlippingBook flipbook maker