What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
Year-end Financial Moves to Consider + What I’m Thankful for
Check out our year-end financial strategies to consider, learn some quick money-saving tips, and read what we’re thankful for this year. Should you potentially consider a Roth IRA conversion, or a Qualified Charitable Distribution? Did you know you can use HSA and FSA funds to purchase menstruation supplies this year?