December 11, 2018

The end of the year is the ideal time to assess your current financial situation and plan for the future. In our effort to help you keep more of your hard earned money come tax time, consider these tips:

We invite you to read our Year End Newsletter for helpful information on the 2018 rules for itemizing deductions, buying or selling mutual funds at year-end, 2019 retirement plan limits, social security increases, and more.

Get the full newsletter here! 2018 Year End Newsletter

If you need help reviewing your tax situation or discussing how we can help you end the year in good financial shape and start 2019 off right, contact our team today. We are here to help!

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