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Year-end tax investments

Posted at 12:21 PM, Dec 29, 2020
and last updated 2020-12-29 12:27:53-05

RICHMOND, Va. - It’s time to ring out the old and ring in the new! Certified financial planner Jeremy D. Shipp, CFP, CLU, RICP, WMCP talks to us about year-end tax and investment moves to make as the year comes to a close. For more information, visit the Retirement Capital Planners website.