From ATX Portfolio Advisors:



As we gear up into the holiday season, don't forget to wrap up your financial to-dos for the year. In this week's Accountable Update Blog, I provide a holiday checklist for the financially savvy.

Holiday Checklist for the Financially Savvy
Have you made your list and checked it twice?
If you would like to learn more about Accountable Wealth Management from ATX Portfolio Advisors, let's Get Acquainted.

Jeff Weeks, CFP
Principal
jeff.weeks@atxadvisors.com
(512) 537-5955
www.atxadvisors.com

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