Personal Financial Checklist for 2014

With much of the country caught in a deep freeze, it may be just the weekend to stay indoors and make progress on your planning for 2014.

To help you, our wealth management team has updated this handy month-by-month calendar of tasks, ‘to dos’ and reminders to help you get and keep on top of your financial affairs. Even if you’re already in good shape, you’re likely to find something on the list that could help you improve your overall picture — and peace of mind.

Click on the attached link for your 2014 Month By Month Personal Financial checklist.

 

 

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