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Listen "Your 2021 Year End Financial & Tax Planning Checklist"
Episode Synopsis
Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings.
All links and resources can be found at www.connectingthedollars.com
All links and resources can be found at www.connectingthedollars.com
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