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Wind down 2018

With three months left in the year, there are a few things you should be thinking about. This is a great time to reflect over the year. There is still time to get some things done. What goals were you hoping to accomplish this year? Have you been saving 10% of your income? How much money have you invested? Have you wrote down all your passwords to your online accounts? Do you have a will? Are you paying too much for your property taxes? Do you have life insurance? Life presents many unexpected twists and turns, will you be prepared? Take the time to plan for tomorrow.

At Strategic Tax & Estate Planning Strategies we can sit down and discuss your individual needs and goals.

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Jeannine was very thorough, professional and straight forward. She kept me updated with specifics and advised me on options, she allowed me to make final decisions. My outcome was everything I expected. - Ella (5 star review)

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