The Financial Checkup

By |2018-01-18T10:43:24-05:00December 22nd, 2017|Financial Planning, Taxes/Fiscal Policy|

When was the last time you - or you and your financial adviser - did a top to bottom review of your entire financial situation? For most people, the answer to that question is really easy - never. It is a daunting task to think about all the things that affect your finances. And sometimes the answers are ones you [...]