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6 End-of-Year Tax & Financial Planning Strategies
Manage episode 381902013 series 2284404
As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.
149 jaksoa
6 End-of-Year Tax & Financial Planning Strategies
Your Life Simplified: A Financial & Wealth Management Podcast
Manage episode 381902013 series 2284404
As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.
149 jaksoa
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