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Barry Spencer

Financial Advisor, Retirement Planner, Wealth Manager at Wealth With No Regrets
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  • Optimal Timing for Financial Advisor Meetings: Insights from Barry Spencer
    Barry suggests meeting your financial advisor early in the year to discuss "current and future year tax moves." A mid-year check-in ensures alignment with life changes, while a third-quarter meeting focuses on executing priorities. Proactive planning prevents costly delays and unnecessary stress, ensuring financial goals are met.