2017 Year-End Action Items and Planning Guide

As 2017 comes to a close, we encourage our clients to stay informed and up-to-date on any and all year-end financial housekeeping. This summary addresses common year-end tax, retirement planning and estate planning strategies, in addition to a 2017 year-end state of the market. Issues and suggested actions are addressed at a general level and as always, we recommend that you contact us with any questions or concerns regarding your particular situation.

CLICK THE LINK BELOW TO DOWNLOAD OUR FULL YEAR-END 2017 PLANNING GUIDE.

Cabana 2017 Year-End Planning Guide