Year-End Financial Planning Checklist


Your year-end planning checklist

Year-end provides the perfect opportunity to review your financial life and make sure you are on track towards your goals. The above checklist is just a few of the financial items you may need to address. Your financial and legal advisors can run through a more comprehensive checklist of planning options based on your personal circumstances.

About the author

Jeff Witz is the Educational Program Director and a CERTIFIED FINANCIAL PLANNERTM at MEDIQUS Asset Advisors, Inc. He specializes in wealth management solutions for physicians. His full bio and contact information can be found at