Take the time to review your financial situation with your advisor and implement the strategies you can control before the year is over. Plan for your financial future today — then enjoy the feeling of personal empowerment that comes from actively managing your finances.
Teri Parker is a vice president for CAPTRUST Financial Advisors. She has practiced in the field of financial planning and investment management since 2000. Reach her via email at Teri.parker@captrustadvisors.com.
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