We are all receiving our important tax documents in the mail: year end statements, W2s, 1099s and so on. These documents are not only necessary for preparing your tax return, but they are also the core documents needed to put together your financial plan. Take advantage of having the bulk of your information in one spot by bringing your 2008 tax file to your financial planner after your CPA has completed your return. With the addition of your legal documents and your insurance information, your tax file should complete the checklist of items necessary to begin the financial planning process.

Isn’t it prudent to have a plan for navigating this uncertain economic environment?