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!