Planning Briefs
Set Your Financial Priorities Right Now
Published Tuesday, Sept. 15, 2020; 10:30 PM EST
(Tuesday, Sept. 15, 2020; 10:30 PM EST) As a professional advisory firm, perhaps the most job important service we provide is as a "choice decider," someone you can rely on to prioritize your best choices for building your wealth and planning your future.
As a financial choice decider, it's important to tell you that perhaps the very best choice you could make right now is to pay attention to tax planning opportunities, and to show you choices you must make by the end of 2020.
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