Making Cents of Retirement

End of Year Checklist

Episode Notes

The end of the year is a great time to take stock of all things in life.  This is especially true for your personal finances.  Here are 9 items for your end of the year checklist.  Jag and Vince Oldre from CFG Retirement Group break them down in this week's episode.

• Review/Update Your Beneficiaries
• Review/Update Your Tax Withholding
• Review Your Homeowners, Auto, and Other Insurance Needs
• Review Your Portfolio and Diversify if Necessary
• Spend Those Flex Account Dollars Before They Are Gone!
• Check on Your Emergency Savings
• Contribute To 529 Plans and Other College Funds
• Make Charitable Donations
• Plan For The Future

Additional Resources:

CFG Retirement Website: https://cfgretirement.com/

CFG Retirement Phone Number to Call: 952-657-7470

CFG Retirement TEXT line: 612-448-3243

Vince email: vince@cfgretirement.com