Posted:
12/17/2019
2019 Reminders and Checklists
By William G. Lako, CFP® and Shawna L. Theriault, C.P.A., CFP®, CDFA®
It’s the time of the year when counting down toward January 1st also means crossing critical items off your financial to-do list. With the holiday season upon us, we know it can be tough to find the time to organize your financial life. To help you get started, we’ve put together a list of key planning items to consider. As tempting as it may be to sit back and enjoy the holiday season, there are several items on this list that may need your attention before year-end.
Click here to download Henssler Financial's 2019 Reminders and Checklists booklet for some key financial and tax planning tips to consider.
William G. Lako, Jr., CFP®, serves as a principal at Henssler Financial. Shawna L. Theriault, C.P.A., CFP®, CDFA®, is a Managing Associate at Henssler Financial, specializing in assisting high net worth individuals, families and businesses in tax, financial and estate planning. Both Lako and Theriault are CERTIFIED FINANCIAL PLANNER™ professionals. Theriault is also a Certified Divorce Financial Analyst® professional.
Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions for individual, corporate and institutional clients that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning and estate planning. www.henssler.com
