Better Financial Health in 15 Minutes (or less!)

Episode 13: Year-End Planning


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As we enter the holiday season, Stacey wanted to cover how to start your year-end planning! She covers a few things that were passed in the tax act that might be of use to you this year if you make charitable contributions. Stacey gives you some tips on how to be deliberate with your spending during these next few months. Thanks for tuning in to Better Financial Health in 15 minutes (or less!). 


Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

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Better Financial Health in 15 Minutes (or less!)By Stacey Hyde

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