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Daily Archives: November 12, 2024

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Close Out 2024 with These Key Financial Actions

Case Study, Charitable Giving, Featured, New Year/End of Year, Retirement, TaxBy Editorial TeamNovember 12, 2024

Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.

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