Get ready for 2027: 10 planning moves to consider
The late stages of the year are a natural time to take stock of where you are and what you still want to accomplish by December 31. Families who use this season to think clearly and act deliberately can start the new year in a stronger position.
The key is to start now. Giving yourself ample time to review your balance sheet and your personal and financial goals for the coming year will allow you to make thoughtful adjustments before January 1, if needed. An early start will also make it easier to involve your personal and professional advisors in the process.
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