Financial Planning Calendar
Throughout the year we will tackle these financial planning topics:
Jan-Feb: Savings Goals
The beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your goals. MAR FP helps clients identify their goals, encourages them to save more, and holds them accountable.
Jul-Aug: Estate Plan Review
It is important to review your estate plan periodically. It is natural to be reluctant to address the subject or review your documents on your own. MAR FP will help guide you through the complexities to ensure your wishes are carried out and your family and assets are protected.
Mar-Apr: Tax Review
Reviewing tax returns can be daunting and difficult given the many complexities and often changing rules. During the months of March and April, MAR FP will help you identify planning opportunities (and spot potential issues) with your tax returns.
Sep-Oct: Insurance Review
An annual insurance review is critical to ensure you are adequately protected in advance of any future needs and to address any changes in your life. Deductibles, limits, exclusions, and endorsements can be hidden in the fine print, making it hard to understand the true extent of your protection.
May-Jun: Portfolio Review
Mid-year is a good time to review your investment portfolio and company retirement plans to ensure your strategy and asset allocation continue to align with your current financial situation, risk tolerance, needs, and goals.
Nov-Dec: Year-End Planning
During November and December, MAR FP will help you spot planning opportunities that are very time-sensitive. These include things like year-end gifts to charity and family and tax-loss harvesting in your portfolio that may reduce your income tax liability this year