S02 E49 - YOUR ESSENTIAL YEAR-END FINANCIAL CHECKLIST

Polaris Perspective by Jeff Powell & Jeremy Witbeck
The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year, and tax season probably isn’t even a distant thought yet. But there are a number of reasons to make year-end financial and estate planning a priority because when the year turns over there’s no going b  ...  See more
Jan 17 2022