Episode description
As we round out 2020, this will be my last podcast of the year. I'm sharing a helpful checklist for the financial housekeeping items you should be taking care of before year end.
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.