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All About The Numbers
- THE AFP BLOG -
We've found that it is not just the numbers that drive planning...
so here are some thoughts
we would like to share
that may help you on your financial journey.
What Issues Should I Consider Before the End of the Year 2021
December 12, 2021
The end of the year is fast approaching, and time is running out to take advantage of planning opportunities and address any outstanding financial issues.
This includes tax planning, charitable giving, retirement/investment accounts, estate planning, and more. We have put together a checklist to cover a number of planning issues that you should consider before year-end to make sure you stay on track.
DOWNLOAD PDF CHECKLIST
AUTHOR:
Alexander Financial Planning
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