Recalibrating After a Life-Changing Year: 4 Planning Ideas to Revisit in 2021

Apr 26, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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Covid-19, bear and bull markets, stimulus packages, changing tax laws, job loss or choosing not to retire—the last year has been life-changing for all of us. That means planning choices that worked in 2019 or early 2020 may no longer be appropriate; reconsider these four strategies to keep clients on track.

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