Ep 054: Gathering Data for Your Financial Plan

Data gathering: The simple solution to good financial planning
- Catching key mistake before tax time
- De-clutter your life: What to save and how to store documents
- Managing deductible and non-deductible IRA contributions
- When to step back and re-consider your investment allocation
- Assessing your Social Security statement
- Considerations when rolling over your 401k or 403b to an IRA
- Consolidating your wallet and assessing your accounts