PBS Books: “The End-of-Year Financial Checklist”

PBS Books, Dec. 17, 2021 — Marguerita Cheng, CFP® Pro, shares in this episode of PBS Books’ regular series that brings important financial information to viewers. On today’s show, she discusses “The End-of-Year Financial Checklist.”

Learn more about this episode: Between the holiday parties and resolution setting – it’s important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios, and revamp your budget to set yourself up for the new year. Join us for the End-of-Year Financial Checklist.

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