In this episode, Kelly Ennis, founder and president of Infinity Financial Strategies, explains how to reduce stress at tax time with a clear, repeatable year-end planning process. With a few months left in 2025, there's still time to take meaningful action. Kelly discusses the impact of the One Big Beautiful Bill Act (OBBBA), the value of tax projections, and how steps like Roth conversions and charitable giving can help align your finances with your goals—and replace anxiety with clarity.

Key Topics:
• What to gather before year-end
• How a tax projection helps reduce uncertainty
• What’s changed under OBBBA
• Roth conversions and pre-tax strategies
• Charitable giving in 2025
• Aligning savings and investments with your goals
• A practical checklist to finish the year strong

Links:

Learn more at: https://infinityfinancialstrategies.net 

Follow Kelly on LinkedIn: https://www.linkedin.com/in/kelly-ennis-cfp 

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