Episode 3 – Your 2018 Year-End Financial Checklist: Part 1



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.

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!

Resources: Bautis Financial | 862 205 5800 | 2018 Year-End Financial Planning Checklist


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