Episode 90:Year-End Financial Planning Moves with Hannah Near
November 16, 2021
15 min
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90
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Episode 90 · November 16, 2021
Episode 90:Year-End Financial Planning Moves with Hannah Near
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Episode 90:Year-End Financial Planning Moves with Hannah Near
Summary
In this episode Melissa Fradenburg, and Hannah Near, CFP, ® CPA discuss what you can do in the last 5 weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Hannah shares valuable insight on things we should review in retirement planning, employee benefits, gifting and taxation before we ring in the new year. You will learn: · What can you do with unspent FSA money? · &nbs...
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