The Wealth Stream Podcast
Tackling Your Year-End Financial Plan Part 1 (Ep. 102)
2022 has come to a close, meaning Hightower Great Lakes has received many calls about end-of-the-year financial planning.
So what is a year-end plan and how can you create one for your business?
In this episode, Tim Scannell discusses some financial tips you should use at the end of each year and how they can help you make more informed decisions for your retirement.
Tim discusses:
- Some of the key features of the SECURE Act
- Law changes that can impact business owners
- Why 401K auto-enrollment was eliminated for many employees
- What some employers are doing to help their employees help pay off their student loan debt
- And more
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