The Macro View

End of Year Financial Planning Guide

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Committing to an end of year financial check-up is one of the most important financial planning habits that all of us can incorporate into our annual calendars.  Daniel Pink’s “When”, offers the idea of temporal landmarks – times of the year or certain dates when we are inspired to take stock of where things currently stand while looking ahead to our goals for the future. While it can be tempting to cruise… Read more »