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Wealth Management
Issues to Consider Now, Before the End-of-Year Gets Here
As we soon head into the 4th Quarter (can you believe it?!), now is an ideal time to pause and take stock of your financial picture, before the end-of-the-year distractions and obligations begin to pile up. The weeks leading up to December 31st bring several planning opportunities—and deadlines—both of which can help you reduce taxes, optimize savings, and start the new year in a stronger position.
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