End of Year Planning - December 6th

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End of Year Planning - December 6th

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Aaron Jones of Nicholas Wealth Management shares the essential financial steps to review before the ball drops. From taxes to investments to retirement income planning, this episode helps you wrap up the year wisely and start the next one on solid footing.

Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!

Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.

For more infomation on retirement planning, visit nicholaswealth.com!

Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.

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