Jan 3, 2025
Your 2025 Financial Planning Outlook: Navigating Key Changes and Opportunities
Lisa Manzolillo, CFP®, CDFA®
As we step into 2025, it's the perfect time to dust off your financial plan, review what worked in 2024, and make necessary adjustments to stay on track with your goals. Financial planning isn’t just about setting and forgetting; it’s about actively managing, adapting, and taking advantage of emerging opportunities.
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