Year End Time

It’s the time of year that we are all excited with the holidays, parties and family however we all know that after Christmas and New Year’s we will have to start a new year and think about closing out 2015.

First and foremost make sure you have all your information up to date with your employer, retirement plan, brokerage, bank, etc. You are going to be getting forms for tax reasons and you don’t want to have to ask for copies, that will just take more time!

Second, take some time now to make sure you have put in enough in retirement, there are still some paydays left.

Enjoy the holidays and parties and family time but get ready for the new year too!