Keep It Simple Financial Planning

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3 Mid-Year Financial Planning Check-Ins

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We're back this week!

2019 is half way over. Can you believe it?

Today we'll discuss 3 mid-year financial planning check ins to make sure you're on track for a successful second half of the year.

Subjects we’ll be covering today will include tax planning, retirement contribution strategies, and how these play into your retirement distribution strategy post-retirement.