2 votes

Checklist to help them start the year well: update 401k contributions if the limit has changed. Review previous year's expenses and create budget for the new year. Gather 1099s for tax returns. Shred documents past the 3 or 7 year rule (refer to your document retention checklist). Schedule time with estate attorney to update estate plan if needed. etc

Suggested by: Scott Upvoted: 10 Jan Comments: 0

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