Making It Count

Year-end financial planning is a good way to get your financial house in order for the coming year. And with all the changes 2020 brought to our typical “normal,” there are some critical differences we all should be aware of. On this episode of Making it Count, we wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year and what should be part of that evaluation. Our hosts, Cristina and Will, are joined again by Heidi Pauley from Addition Financial on this last episode of 2020!

Links:
Money Management Guide: https://hubs.la/H0Cylx40
Year End Financial Planning Checklist: https://hubs.la/H0CylxK0
Holiday Bonus Savings Plan Blog: https://hubs.la/H0Cyn9d0
Learn more about Addition Financial: https://hubs.la/H0zbJ0W0