ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Your Year-End Financial Planning Checklist: Part 1"
Episode Synopsis
Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. In this episode of The Agent of Wealth Podcast, host Marc Bautis kicks off a series on the Last-Chance Financial Planning Checklist covering eight key areas:TaxesRetirementInvestmentsInsuranceMilestonesHealthChangesFamilyListen to the rest of the 2018 Year-End Financial Checklist Podcast Series:Part 2Part 3Part 4Resources:Download the Checklist | Bautis Financial: (862) 205-5000
In God we trust