End of Year Financial Planning: Tips and Traps

Today, Paul and Evan talk about a lot of work that goes on around the holidays to help people with end-of-the-year financial planning. Listen along as these advisors provide some helpful tips and some common traps around financial planning to help you relax about money around the holidays. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.