With 2021 on the doorstep, it's time to enumerate your financial checklist to ensure you've optimized your tax incentives and retirement/education strategies.
In this True Richness of Life segment, I review some important reminders that will help you use these final weeks of 2020 to dot your i's and cross your t's!
For a financial wellness consultation, contact me and my team today at 780-459-3343! 2020 Year-End Tax Planning Checklist at https://y2u.be/PeYJ8dVf96w 2020 Year-End Tax Planning Checklist at https://y2u.be/PeYJ8dVf96w
With 2021 on the doorstep, it's time to enumerate your financial checklist to ensure you've optimized your tax incentives and retirement/education strategies.
