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December

End of Year Checklist: 7 To-Do Items Before December 31st

Angela Epley

This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. December can feel like the busiest month of the year, but a little planning and preparation can do wonders for lifting worries to make more room for merriment and cheer. Make sure you and your financial advisor work together to check these items off […]