Before the calendar flips, there may be financial moves worth putting on your radar. Jackie Campbell explores “opportunity season,” including tax-loss harvesting, Roth conversions, Medicare considerations, and important milestone birthdays that can influence retirement decisions. She also discusses organizing your financial life, preparing family members for the unexpected, and why year-end planning can be about much more than simply gathering documents for tax season.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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