As 2020 draws to a close, now is a time for reflection, gratitude, and planning. As we get ready for 2021, Dave Koppenheffer shares his Top 10 year-end planning strategies including an important reminder to make sure you have completed our Letter from the Heart.
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Over the coming weeks we will post additional videos exploring each of these 10 strategies in more detail, so please make sure to subscribe to our YouTube channel to be notified of all new content. And don’t forget to submit your questions about investing and the markets to firstname.lastname@example.org. We want to know what’s on your mind.
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