Financial Planning End of the Year Financial Checkup 2014

Financial Planning End of the Year Financial Checkup 2014
Published: Oct. 4, 2014 at 12:40 PM EDT|Updated: Nov. 3, 2014 at 9:44 AM EST
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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.