As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportunities in your year-end planning? 

Here’s some of what we discuss in this episode:

💰 Tax & Investment Strategies: smart moves to lower taxes and maximize returns

🎁 Charitable Giving: make donations that truly make an impact- and save on taxes

🏢 Business Owner Planning: end-of-year write-offs and profit reinvestment ideas

👨‍👩‍👧‍👦 Estate & Gifting: gift assets wisely and reduce future tax burdens

🧾 Financial Housekeeping: organize accounts, review net worth, and set 2026 goals

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HDQ Wealth:

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Information provided is for informational purposes only and does not constitute tax, investment, or legal advice. Please consult a qualified professional before taking any action.