Year End Planning List!

Let’s face it, adulting and taking care of all of our finances is hard and no matter how we set things up, things change, and we need to make adjustments. Brad is here today to make it an easy list so you can help do this – because there’s certain things that need to be done by year end and much better to cross them off the list so you can enjoy the holidays and spend all that panic budget of yours on gifts, not financial stuff to remember.