Episode 6 – Last Chance Financial Planning: Part 4

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


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