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10 Smart year-end financial planning moves

You want to make the most of your finances and get as much benefit from this year as you can.

Taking a few minutes to make smart moves today can create benefits that compound year after year.
Don’t miss out on them before the ball drops in Times Square. After the new year you won’t be able to get them back.

Here is a list of the top 10 year-end planning moves you can make.

They are divided into four categories

  • Health insurance moves
  • Portfolio moves
  • Tax moves
  • Retirement planning moves

Just put your email address in the box below and click “send me my free checklist” and we will send it to you right away.