Bob shares the year end financial checklist: https://www.plantemoran.com/explore-our-thinking/insight/2021/01/ten-financial-planning-opportunities-for-2021 https://mainstayfg.com/ 850-437-3127 Over the age of 72, take your RMD. Charitable giving. Write a check, gift...
Dr. McMillon discusses the process of being a new patient at the Neal Clinic. https://www.nealclinic.com/