Annual Review

Michael on December 15th, 2008
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Today’s the final year-end post.  Earlier posts on this topic include using your FSA funds before losing them, maximizing your match in December, taking tax advantage of any capital losses, and year-end IRA considerations.
So where are you?
You: Me?
You: I’m right here.
No, I know that. I mean where are you financially?
You: I was hoping you could [...]

Continue reading about Year-End Financial Planning Tip #5: Where Are You?