Jay D. Franklin CFA, CFP, FSA | Clarity Capital Advisors | Nov 24, 2020 2020 Year-End Planning Year-end Planning 529 plan Roth Conversion Donor-Advised Funds Cheri Franklin Jay Franklin Clarity Capital Advisors Clarity Fiduciary Advisors Flat Fee Advisors Along with everybody else, we are looking forward to the end of 2020. Here are some financial items worthy of your consideration. Read More
