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November 22, 2022 | Financial Planning
With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year.
While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some simple steps that may meaningfully improve your situation. Below, we highlight 12 year-end planning opportunities that are worth looking into.
The most important decision you can make as the year comes to a close is to speak with a financial professional to ensure everything is in order with your overall financial situation. There is still time left in the year to act if needed, but time is running out.
If you would like a year-end review of your financial situation, or if you have questions regarding year-end strategies, please schedule a call with one of our financial advisors here. We would be happy to provide a complimentary financial plan and consultation.
Schedule a callPlease consult with an attorney or a tax or financial advisor regarding your specific legal, tax, estate planning, or financial situation. The information in this article is not intended as legal or tax advice.
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