financial planning checklist

Year End Financial Planning

If you want to get a better hold on your finances, consider using the year's end to review your spending and saving history, and think ahead for next year, and tax time.According to Senior CFP Board Ambassador Jill Schlesinger, CFP®, for millions of Americans, the new code should make filing easier since nearly 90 percent of taxpayers are likely to claim the standard deduction this year.We at DFW...

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