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Year-End Financial Checklist

As you start to think about all of the things that you need to do in the next two weeks before we see 2014 in the rear view mirror, you may want to review our Year-End Financial Checklist.

You can download it from our website here:

This Year End Financial Checklist will give you some helpful hints and reminders of matters to check and address prior to December 31st. The checklist covers a variety of financial and planning topics including, but not limited to, tax, investments, and giving.

BankChampaign offers full service, fee only financial planning services covering the areas of General Financial Planning, Investments, Insurance, Employee Benefits and Retirement Planning, Tax Planning and Estate Planning, so if this checklist elicits questions or planning needs, please do not hesitate to contact John Clausen at (217) 351-2870 or John is a Certified Financial Planner and can help you set a financial course for the future.