Turkey Time Tradition: 4 Year-End Review Strategies

30 Nov

113016familytimeWith the holiday season upon us, we give thanks to the people and things that lessen our burdens and make our lives brighter.

As I write this blog, I’m reminded of how fortunate we are to live in a time where we can devote our attention to the things that matter most with the right planning.

In the spirit of giving thanks, make it a point this month to go over the insurance policies of each and every client. You may be surprised at just how many may need to make adjustments. More >>

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