#12DaysofChristmas – Five Planning Ideas as you Prepare for 2019

As 2018 comes to an end, it’s time to start thinking about goals for the new year


Here are five topics worthy of your consideration as you enter 2019:

  • Set financial planning goals
  • Tax planning
  • Risk management
  • Meet with your financial advisor
  • Review/create your estate plan

For more information on how to control YOUR finances click here



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