How eventful was 2011?

In some ways, I had an eventful 2011.  I said goodbye to my Grandma Ann but I also said hello to my nephew Owen.  What changed for you? 

  • Did you get a new job or leave an old one?
  • Did you get married or engaged?  Or become a widow(er) or get divorced? 
  • Did you start a family? 
  • Did you move and buy or sell a house? 
  • Did you start a business or sell a previously owned one? 
  • Did health change significantly for you or someone you love? 

All these life events merit a review of your plan.  If you fall into one of these categories, you should talk to your financial, insurance, tax, and estate professionals to make sure your ducks are in a row.

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The Year-End Numbers Game

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Your Year-End Financial Check-up