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Plan Like a Pro: Avoid These Costly Year-End Financial Mistakes

Wealthion - Be Financially Resilient

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Year-End Financial Planning Essentials

This chapter discusses the critical need for effective year-end financial planning, particularly regarding tax implications. It highlights common procrastination pitfalls and outlines key strategies, including income timing and tax loss harvesting, to minimize year-end tax liabilities with the right advisory team.

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