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