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Year-End Tax Tips for 2009

Don't get caught up in end-of-year festivities without first taking advantage of these tax tips.

Before the holidays heat up, it's a good time for you to make some moves that will save you money on taxes next April. Take a small amount of your time to go over the following:

Plan Retirement Contributions. Though you have until April 15 or your extension deadline next year to make IRA contributions for 2009, right now is a good time to find out if more ...

Checklist for Year-End Reviews

Issues and Opportunities to Address by December 31^st

One good thing about the calendar is that it forces both closures and new beginnings. Or, for those matters not dependent on the calendar, it provides an opportunity to discuss and review with you important financial planning issues, at least once a year

We always look to discuss, first and foremost, what is on your mind -- what are your most pressing issues?  Look over the checklist of items more ...

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