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If talking about money is difficult for you, “Twelve easy conversations about money” can help. Direct message me to receive your copy.
If you're 73+ and have already taken your RMDs for 2025, it’s never too early to start thinking about your options for next year.
As you wrap up the year, take time for an annual financial review. Acknowledge your achievements and set goals for 2026. Call me with any wealth planning or investing questions.