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Jump Start Your Year-End Planning

Jump Start Your Year-End Planning

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It's time to wrap things up in 2021, and start looking ahead to 2022. This week, Ed gives some practical tips on how to assess this past year financially, and how to set and monitor your financial resolutions for the new year. Good news - he's done some of the homework for you! Ready to set some retirement goals? Check out the Wealth Curve Scorecard at www.SmallwoodWealth.com.   See omnystudio.com/listener for privacy information.

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