Financial Planning End of the Year Financial Checkup 2014

Financial Planning End of the Year Financial Checkup 2014

Judson Gee from JHG Financial Advisors came on the Saturday morning show to share with Kristen about end of the year financial check-up. Gee gave WBTV some tips on how this can be accomplished.

The main talking points Gee went over were the following topics:

Maximize tax advantages or retirement accounts because there aren't many tax deferred or deductible types of accounts available.

Start planning early on tuition for children.

Estate planning topics of a will or Revocable Living Trust and insurance to protect you and your family.