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5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237

Financial Symmetry

They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Remaining informed allows you to adapt your strategies proactively.

Taxes 60
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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Annual Roth conversions can be one measure to tackle the changes.