Year End Financial Checklist
Автор: BG Wealth Advisory, LLC and BG Wealth Management
Загружено: 2025-12-11
Просмотров: 8
This episode provides your comprehensive Year-End Financial Checklist to ensure you maximize benefits and minimize taxes before the clock runs out on December 31st. We walk you through critical action items, including maximizing retirement contributions, strategically harvesting capital losses, and completing flexible spending account (FSA) utilization. Tune in now to ensure you're positioned for the best possible financial start to the new year. #bgwealth #podcast #federalemployees #financialplanning #retirementplanning #yearend #december #maximizebenefits #taxes2025 #financialadvice #financialplanning #financialgoals #flexiblespendingaccount
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