Dec 22, 2021
Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more.
Budget managing is discussed with our Investment Advisor Representative, Jeff Perry, JD. We get into holiday budgeting, setting new goals that best fit your circumstances and spending habits, strategic planning to pay off debts, and much more, all with the goal to create plans and flexibility for spending in 2022.
Team AMR shares their holiday plans along with reviewing their favorite holiday movies.