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2014 Last Chance Financial Planning

October 20, 2014 by Bautis Financial

Take the 2014 Last Chance Financial Planning Challenge and determine if you need to take any actions before the end of the year to get your financial house in order.
It’s a simple checklist that covers only those areas that need attention at year end – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops.
LastChancePlanning2014_YearEndFinancialPlanning

Category: Miscellaneous, Wealth Management
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