Your 2018 Year-End Financial Checklist

Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st.Today, Marc Bautis is kicking off a new mini-series on his year-end financial planning checklist, covering everything you need to review to keep yourself on track.Related: How to Begin the Process of Securing Your Castle

Here’s what you will learn about in this episode:

Why you need to check on your health insurance plan

The benefits of a health savings account

How to incorporate a flexible spending account into your financial plan

The importance of reviewing your Medicare plan and when to enroll

Why you should rebalance your investments

And more!

Tune in to this information-packed episode now and learn how to prepare for the end of 2018!