Not only may your personal situation change (perhaps you received a raise, had a child, had a grandchild, received an inheritance, etc.), but at times government tax laws could change. These are only a few of the situations that could have a big impact on your personal financial plan. Today Harry, David and Kevin speak about the importance of reviewing your plan with us on an annual basis. Tune in and if you have any questions, please be sure to contact any one of us.
