The end of the year is a busy time for all of us because of the holidays. But making time to organize your finances can potentially save you thousands of dollars, along with countless headaches, in the years ahead.

Here's a quick checklist of some of the most vital matters to take care of before January 1.

Please contact us if you'd like to discuss any of the items on this checklist. With the end of the year coming up fast, the important thing is to move quickly. In the meantime, the team at Copeland Wealth Management wishes you and your loved ones a joyful holiday season.