Day: December 11, 2020

Financial Planning-Investment Advisor-CFP-Napfa-Fee Only

Best Practices for Year-End 2020

As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all that you can from a financial planning standpoint before December 31st, as well as be sure you are positioned well for the year ahead.  With that in mind, here are…

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