Year-End Financial Checklist

Year-end lists are ubiquitous but that does not mean they are not useful. If you think you need to do something about your finances before the end of the year but aren’t sure what, maybe something on this list will be of help.   Contribute to Your...

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Announcement: FINPLAN30

A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes   What are your resolutions for 2020?   Might any of them be to tackle some burning financial questions?   If so, consider reaching out to me for a quick 30-minute conversation about that question.   FINPLAN30 conversations are 25 minutes...

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