Top 3 Year-end Financial Planning Techniques

December 3, 2020 Radio

2020 has certainly been a wild ride but it has presented us with unique financial planning opportunities. Ashley Costello CFP with NCA Financial Planners reviews her top 3 year end planning techniques.

1. Reduce Risk
2. Optimize Cares Act
3. Refinance

NCA Financial Planners · Top 3 Year-end Financial Planning Techniques.

Aired 11.30.2020 WTAM AM 1100

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