If you’re thinking of finally getting an estate plan … and you should be … don’t forget that we may see some changes in the tax code.  But I do wonder – would it be to our benefit to draw up an estate plan before any tax changes are made, or should we wait to see what Congress does, then talk to you about what we need?

It’s usually when we hit our 50’s that people start thinking more seriously about retirement.  And CNBC’s Sharon Epperson says there are some basic moves you should begin making with your finances, in those last few years before you leave the workforce. Hear what John says should be on your retirement checklist!