Your Year-End Financial Planning Checklist: Part 3

It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if downsizing will actually save you money Four options for your 401(k) or retirement account if you … Continue reading Episode 5 – Last Chance Financial Planning: Part 3 →