![What should I be doing for my year-end 💵 planning?](https://images.squarespace-cdn.com/content/v1/5dec38317c131a3015f53265/1667404915957-X8UCUYB7E9M73NCL7ZFP/unsplash-image-bJPn27RFg0Y.jpg)
What should I be doing for my year-end 💵 planning?
What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.