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909 N. Mayfair Road
Suite 200
Wauwatosa, WI 53226

John Coloso

(414) 431-0488


New Year Checklist

| January 01, 2016

The beginning of the New Year is a perfect time to re-evaluate your financial situation.  This checklist addresses common planning issues to help you determine whether any changes are needed.  A few things that could impact yor financial goals that you should take a look at include:

  • Personal life changes (marriage, divorce, birth of a child, illness, job transition, etc.)
  • Your tax status
  • Retirement plan contributions
  • Asset protection

For a complete list of questions to consider, check out this New Year Checklist from Transamerica.

Please contact me at 414-431-0488 if you have any questions or want to talk through these considerations today.

Make 2016 a great one!