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Oct 30, 2020

All the attention lately has been on the markets – and understandably so.  But Business Insider says times like these can make us forget about the other parts of financial planning, like tax strategies and estate planning, to name just a few.  Should we keep our focus on stocks, or would this be a good time to take a more comprehensive look at our financial life?  

Call Kevin today, schedule a complimentary Portfolio Review!