• 5 To-Dos for Year End Planning

  • Nov 26 2024
  • Length: 16 mins
  • Podcast

5 To-Dos for Year End Planning

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  • Summary

  • We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the calendar over to the new year, let's talk about 5 to-dos to put on your checklist for the year-end.

    Important Links:

    Website: https://www.estesfinancial.net/

    Call: 817-444-8402
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