Year-End Financial Check Up

As we quickly approach the end of the year, it is crucial that we take the moment to think about our financial health and whether we have taken all of the appropriate steps to not only decrease our tax liability but also protect our family.

With less than two months left before the year-end, now is the most appropriate time to check your financial affairs and ensure everything is in order. Join Henry as he goes over the financial health check-up that you should be conducting before we dive too much further into the end of the year.

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