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End-of-Year Financial And Tax Planning


Year’s end is a good time to get your financial house in order – to make sure you’re set for April taxes. One area that should be scrutinized is your investment portfolio. Should you take some losses for tax purposes?  Should you rebalance your investments to take life changes into account? Are you on-track for retirement? We take a look at all those things with one of the area’s leading financial planners.

Larry Carroll - President and CEO of Carroll Financial Associates