As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportunities in your year-end planning?
Here’s some of what we discuss in this episode:
💰 Tax & Investment Strategies: smart moves to lower taxes and maximize returns
🎁 Charitable Giving: make donations that truly make an impact- and save on taxes
🏢 Business Owner Planning: end-of-year write-offs and profit reinvestment ideas
👨👩👧👦 Estate & Gifting: gift assets wisely and reduce future tax burdens
🧾 Financial Housekeeping: organize accounts, review net worth, and set 2026 goals
Socials:
Instagram- https://www.instagram.com/harrisondquinn
TikTok- https://www.tiktok.com/@harrisondquinn
X- https://twitter.com/harrisondquinn
Facebook- https://www.facebook.com/harrisonquinnusa
LinkedIn- https://www.linkedin.com/in/harrisondquinn/
HDQ Wealth:
Website: www.hdqwealth.com
Request an Introduction: https://calendly.com/hdqwealth/intro?month=2025-05
Information provided is for informational purposes only and does not constitute tax, investment, or legal advice. Please consult a qualified professional before taking any action.
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