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Building – and Navigating – Your Personal Financial Plan

Contributors: Luke D. Terry, MBA, Melissa N. Rausch, EA, MST

Year’s end can bring a wealth of considerations to the table for individuals — setting the right tax strategy, determining your charitable giving plan, various retirement saving strategies, and establishing goals for the coming months.

Making the right moves today can surely help you later, however, asking “Is this the right move?” is a much simpler question to answer with a dedicated plan in place built to achieve your personal goals.