Year-End Checklist For Your Retirement Portfolio

Updated for 2025 Checklist for What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (1) I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, […]