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The importance of conducting your mid-year financial review

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Posted at 3:28 PM, Jul 20, 2020

RICHMOND, Va. – Dan Hill from Hill Wealth Strategies tells us why a mid-year 2020 financial review is more important than ever. Dan says it is the perfect time to reassess your portfolio, as many people are figuring out that their bank funds aren't where they want them. He says a mid-year review is more important than ever. For more in-depth information about conducting your mid-year review, click here.