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Year-End Financial Planning Strategies: 5 Questions to Consider Before the Conclusion of the Year

With the final days of 2020 quickly approaching, now is an excellent time to review your financial plan and consider implementing strategies that will best position you for success in the coming year. If changes have occurred in your personal or professional life that have had an impact on your family or your business, taking the proactive approach will help to better prepare you for the future. Consider whether one or more of the following five strategies would positively impact your financial standing as you transition into the new year.

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