Ep 73: Top Tax Tips for Filing in 2021

As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepare? We’ll fill you in on the top tax tips.

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Ep 66: End-of-Year Financial Planning

Today’s Hack: What financial moves should you make before the year is over? Have you talked with your financial advisor about these strategies? Let’s review the items that are most important at the end of the year. Click the timestamps below to jump ahead in the episode… Video Version: Other Retirement Facts: As wrap up…

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Ep 55: Hindsight is 20/20 in Financial Planning

Ever wish you knew then what you know now? That’s especially true in the year 2020. We discuss areas where hindsight could help and what to do about those financial decisions today.

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