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In this episode, Dan Sipe and Ed Zurndorfer have come up with a list of ten essential year-end planning tips. They improvise on some of the strategies from last year to adapt to the changes during 2020, and also provide multiple new ways to optimize your financial situation!

Episode 41 – Ten Essential Tips for Effective Year-End Planning

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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James.  Content represents the opinions of the speaker and not necessarily those of Raymond James.  Important Disclosure Information: 

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