Posts Tagged ‘mid-year planning’
What You Should Be Doing Right Now: Tax and Retirement Planning Mid-Year
We’re halfway through the year. That weird middle ground—too late to say “I’ll deal with it later,” but not so late that you’ve run out of options. If you’ve ignored your taxes or haven’t touched your retirement plan since January, now’s your window. Mid-year is when your numbers are real, not just guesses. And with…
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