Mid-Year Financial Planning: Essential Strategies to Communicate to Your Clients Now
Jun 30, 2025
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By Debra Taylor, CPA/PFS, JD, CDFA
The halfway point of the year is an opportune time to show your value to your clients. Initiate a mid-year review to position clients to save on taxes, boost retirement income, and preserve legacies. Here are nine strategies to kickstart conversations.