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Paul Thompson, Jr. 12/3/24 Paul Thompson, Jr. 12/3/24

4 Ideas for Year-End Planning

The end of the year is great time for reflection and relaxation, particularly during the holiday season. It’s also a great time to do a little bit of planning. In this article, we offer our ideas for high impact planning you can do in the coming weeks, spanning estate planning, investing, taxes, and more.