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Client Update Newsletter: November 2023

This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.

With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.

Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.

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