As we near the end of another year it is always wise to review your financial situation.  Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities and set goals for the coming year.  Our checklist covers:

  • 401(k)s
  • IRA, SEP IRA and 529 Plans
  • Roth IRA Conversions
  • Tax Loss Harvesting
  • Donor Advised Funds (more info here)
  • Flexible Spending Accounts
  • Estate Planning Documents
  • Credit Monitoring and Cyber Security (more info here)

Take this opportunity to do a quick financial self-assessment.  Did you meet your financial goals? Did you pay off the debts that you hoped to? Did you keep within your budget?  If not, commit to making those changes for the upcoming year. 

As always, our financial planners are happy to answer your questions and help you establish your goals.  Schedule your free consultation today, 865-240-2292 or use our online calendar.  

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