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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!
Join Marc now and learn how to make the most of your taxes and insurance in the new year!
Resources: Bautis Financial | 862-205-5800 | Part 1 | Part 2 | Part 3 | 2018 Year-End Financial Planning Checklist