Estate Planning New Year’s Resolutions
Dec 29, 2021•31 min
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Episode description
This week Brent, Rachel, and Deborah get together to share a few New Year’s Resolutions that they suggest for anyone wanting to be better organized financially, personally, and as a company. Their suggestions include learning the importance of “expense ratios,” updating your estate plan, starting to plan for the 2026 tax changes, and polishing up […]
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