How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential.
In this episode, you will learn:
- How the new tax laws will affect your taxes
- The benefits of the “bunching deductions” strategy
- The importance of reevaluating previously held tax strategies
- How often you should check your insurance policies—and why
- And more!
Resources:
Download the Checklist | Bautis Financial: (862) 205-5000, 7 N Mountain Ave, Montclair, New Jersey 07042
