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2020 Year-End Financial Checklist

Investing Insights

The end of the year should be a time to celebrate, stressing about aspects of your year-end financial checklist that you might have missed should not be part of it. In this video we share 5 items that need to be on that checklist and tips on getting them checked off.

Click here to download a more comprehensive list to help you keep track - 2020 Year End Check List.pdf

For information purposes only. Opinions expressed herein are solely those of Droms Strauss Wealth Management, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indexes are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.