Smart Money Questions

Mid-Year Financial Review Checklist

Informações:

Sinopsis

It’s hard to believe, we’re already halfway through 2022. Before you know it, it’s going to be Thanksgiving and then the end of the year. Now is a good time to be considering your finances and planning for your taxes.   Key topics on this episode:  2:42 – Roth conversions 6:13 – Personal changes 8:19 – Review investments 10:11 – Tax diversified 11:09 – Review debt 12:59 – Budget 14:02 – Emergency funds 14:32 – Legal documents   Get additional resources online: http://smartmoneyquestions.com