With the year winding down, it’s important to focus on what you can control. In this virtual presentation, Fran McKay of Edward Jones will review some actions you can consider before the year-end to help keep your financial strategy on track. Topics include tips for financial discussions during the holidays, 529 contributions as holiday gifts, and the benefits of a Roth IRA.
Email mweyeneth@dunlaplibrary.org with any questions!