You’re slogging through paperwork, gathering and organizing information to prepare your tax return. Take heart – you can make your hard work do double duty by using those same records to improve your financial well-being. Here are suggestions to get you started.
An annual review is also useful for verifying that you actually need all of the insurance you have. Make sure you’re not duplicating employer-provided coverage or paying for insurance benefits that are no longer of value.
For help with your review, contact us. We’re here to assist you in any way we can.