Your 2021 Year End Financial & Tax Planning Checklist

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings. All links and resources can be found at www.connectingthedollars.com

Episode metadata supplied by the publisher feed · Published Dec 8, 2021

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Your 2021 Year End Financial & Tax Planning Checklist

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This episode is 17 minutes long.

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This episode was published on December 8, 2021.

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