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2022 Last Chance Financial Checklist

2022 Last Chance Financial Checklist

November 12, 2022

Here is the link to your free copy of the 2022 Last Chance Checklist. We call this checklist "Last Chance" because it reminds us to take a look at some areas – like taxes, investments, health care, insurance, and retirement – that might need our attention before the end of the year.  As you'll see, it's quick and should take about 5 minutes to complete. I strongly encourage you to review this checklist as soon as possible. If you see areas needing attention, we should address them immediately. 

If you have a friend or family member who could benefit from this year-end checklist, please feel free to share this link with them, 

If you have any questions, please feel free to drop me a note or call.

Here is the link: 2022 Last Chance Checklist