Your Year-End Tax Planning Checklist
Year-end tax planning is vital for maximizing wealth and minimizing costs. Get our tips and a downloadable checklist.
Author: Kevin Caldwell
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Your Year-End Financial Checklist
Year-end is a great time to optimize your financial situation. Use our year-end financial checklist (and download) as your guide.
The Election and Your Money
Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.