Don’t overlook the items on Financial Planning Hawaii’s year-end tax planning checklist. It is also time to think about rebalancing. Every year I find myself scrambling to get out my year-end notice to clients to make sure they have considered year-end tax planning, and this year is no exception.
John “J.R.” Robinson is the owner/founder of Financial Planning Hawaii and Fee-Only Planning Hawaii and is a co-founder of personal finance software maker Nest Egg Guru.
