End of 2019 Money Moves
Retirement Eric Hagen Retirement Eric Hagen

End of 2019 Money Moves

What has changed for you in 2019? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. In this episode, Eric shares 7 things to consider before 2019 ends.

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Tax Moves to Consider Mid-Year
Eric Hagen Eric Hagen

Tax Moves to Consider Mid-Year

If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax strategy now rather than in December or April.

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