After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.
A strong planning process is one of the best ways to create a more financially confident plan. It is crucial to create a financial plan that seeks to plan for your needs now, and that plans for the future, in a tax efficient manner.
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