The Seven Deadly Sins of Year-End Financial Planning

Summer is over. Everyone has rolled up their sleeves and gotten back to work. Christmas and New Year's will be here soon. In the meantime, your clients are coming to you for investment and tax planning before important Dec. 31 deadlines. Many of the "deadly sins" in this gallery tend to involve just one: sloth. You need to stay alert and on your client's radar between now and the start of the new year.