For many of us this time of year represents a hectic time and the last thing you want is to add to your to-do list. But with time flying by quickly the end of the year will be here soon.
In this month’s Insights we would like to give you a list of reminder tips that are time sensitive before the end of the year:
- Most Health Care & Benefits are time sensitive, from Medicare to Business & Individual Benefits and some Retirement Plans, most have their “open enrollments” which entail reviewing, signing-up, making updates and changes at this time of year.
- If you are subject to “Required Minimum Distributions” for certain types of retirement accounts You need to have that done before end of the year.
- It is a good idea to review your Tax situation with your Tax Professional before the end of the year.
- Review your cash flow and expenses to help you plan out for the next year.
- The last reminder tip is that we are here as a resource for You in case you have questions, need advice or help before the end of the year. Never hesitate to reach out as we are here to help.
Happy Thanksgiving! This is a time to gather around loved ones, to be grateful for all that we have been so abundantly blessed with and also to spare a thought for those not so lucky. It is a season of bountifulness and a reason to share the same. True Thanksgiving is in actually doing that- Giving.
Sincerely,
