Year-End Planning Reminders

Year End Planning Reminders

Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves. Position yourself to start 2022 off on a good financial note. Congress is currently debating the Build Back Better Act. To pay for infrastructure bills…

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