Top Ten Year-End Tips

A stitch in time saves nine.


The origin of this phrase dates back to the 1700s and is apparently referring to fixing a torn sail on a boat, however the saying has endured because of it’s relevance. Why put something off until tomorrow when you can do it today?

Thankfully, we all have the chance to get a head start on 2022 and help make it better than 2021 by building a plan. You still have time to put together a strategy to save more money in the coming year, prepare for a fulfilling and less stressful retirement, and safeguard the assets you’ve worked for so you can pass them on to your children, grandchildren, or any charities you’re passionate about. In this month’s guide, Top Ten Year-End Tips, we will walk you through some of the ways you can achieve these goals in the time we have left before we ring in yet another new year. So, buckle up and get ready to do some critical planning before the holidays kick into high gear.

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