"A quick review of your finances now can set you up for a smooth year-end and help you start the next year on the right foot in key areas."
"With the Tax Cuts and Jobs Act sunsetting in 2025, it's important to review tax plans and projections to understand how future administration changes may impact you."
"Max out contributions to retirement accounts, including 401(k)s and IRAs, while also considering options for Roth IRA conversions and required minimum distributions if you're over 72."
"Make sure your investments align with your established financial goals, as a thorough portfolio review can significantly enhance your financial security going forward."
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