In this episode Dan and Greg breakdown what financial tasks need to be done by year-end. Listen today and learn which tasks need to be accomplished in the current calendar year and which can be done up until tax filing in April.  A diligent advisor is an important part or reminding you which tasks need to be done to avoid expensive mistakes.  Much of what is shared in today’s podcast is not often common knowledge. Are you sure you understand what needs to be done by December 31st? Do not wait until last minute to accomplish these tasks, as your planner may not have availability to assist you. A good financial advisor will be doing these tasks or reminding you to do these year-end tasks in September!