
2021 Financial Planning Checklist
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
As we begin a new year, I wanted to reach out to you to provide a checklist with some pointers. If you haven’t been in for a review meeting in a while and feel like you need a “refresher” please contact our office at (732) 556-4200. Below is a little “checklist” I have put together for you to make sure you are up to speed in a few areas: (more…)