10.1.2023 I A Look Ahead To Q4

01/10/2023 42 min Episodio 1
10.1.2023 I A Look Ahead To Q4

Listen "10.1.2023 I A Look Ahead To Q4"

Episode Synopsis

Today’s topic is “A Look Ahead to the Fourth Quarter,” our handy quarterly planning calendar that gives you easy-to-follow monthly milestones. Our focus will be on four general areas:• Financial planning education – IRS limits• Insurance and open enrollment • End-of-year tax planning