Preparing Your End of Year Financial Checklist

11m ·

Preparing Your End of Year Financial Checklist

A new survey says 28% of adults will start their Holiday shopping immediately after Halloween. But how many have started their end of year financial checklist? Jackie and Monica detail some of the steps you need to take now to prepare for the end of the year. Plus, the importance of looping your kids into your financial strategy. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com  

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