Episode Details

Once tax season wraps up, it can be a good opportunity to take a step back and review the bigger picture. In this video, we discuss several practical considerations for post–tax season planning, including reviewing your completed return, organizing important documents, and identifying items that may be worth addressing before the next filing year. The focus is simply on using information from the most recent return as a starting point for better record-keeping and planning going forward. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.