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6 Year-End Financial Planning Moves

2023-12-14T13:45:03-05:00November 15th, 2021|Blog, Financial Planning, Insurance|

The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]