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Things you can do now to prepare for the end of the tax year.

Consider This Program with Joe Clark, CFP and Grant Soliven, AIF.
In this segment we will cover:

There is a difference between tax planning and tax reporting. Tax planning ends when the clock strikes midnight on 12/31/2021. Make sure you have acted on your conversion strategy and utilized all the tax benefits available to you.

-Tax Packet promo – Call Brittany for your complimentary copy.
-Year-End Article 2020 – Tax Year Ending – The Financial Enhancement Group (yourlifeafterwork.com)

-Habits article Create New Habits Instead of Making Resolutions This New Year's – The Financial Enhancement Group (yourlifeafterwork.com)

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

1-800-928-4001

Main Menu
Schedule Your
"Next Steps" Meeting

Family Login

Search
Close this search box.

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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