Year End Planning

2018 Year-End "To Do" List

Last week, we crawled into our attic to retrieve the Christmas tree (allergies in our house consign us to the artificial variety) and about half a dozen boxes that contain the decorations that will adorn the inside of our home for the next month or so. Today, the lights went up on the outside of the house.

We have already received our first Christmas card in the mail and even attended our first holiday party last weekend. Ready or not, the holiday season is upon us.

If you are like me, you have a long list of things to do over the coming weeks. If you are like just about everyone else, you probably don’t have personal financial tasks at the top of your list. While there are always a few things we should all do, with recent market volatility and the passage of The Tax Cuts and Jobs Act, there may be some items that differ from past years.