Six Things to Think About for Year-End 2021

With yesterday’s 72 degree day (here in Maryland) behind us and today’s 40-ish degrees setting in, it’s a fierce reminder that winter is coming; and that means another calendar year is coming to a close. That said, there’s still time to warm up that financial plan and position yourself to finish out the year well.

With that in mind, we thought it would be helpful to send along six financial “best practices” to do just that:


Waypoint Wealth Management

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Waypoint Wealth Management