Year-End Financial Checklist for Working Professionals
Set yourself up for success in the new year with a financial checkup. Consider these essential year-end tax, planning, and financial housekeeping tips.
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- Successful couples nearing retirement & wanting financial independence. Are we ready? How do we make the most out of retirement?
- Women in transition including widows, inheritance, retirement, career change, and divorce.
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ABOUT AUROCHS FINANCIAL GROUP
You’d like to have enough wealth so you can live a life with no regrets – the life you’ve always dreamed about.
And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?
Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision Process™. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives and values. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.
We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams. We’re planning your success.
The Latest From Our Blog
Some people think they can wait until March to worry about taxes. Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your tax burden. […] 2nd Opinion Service In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many […]
Act Before Year End to Minimize Your Tax Burden
Aurochs Financial-2nd Opinion Service