Tag: education

Ep 50: Why Values-Based Financial Planning is Essential

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.

Ep 22: Year-End Tax Planning Tips

We’re not even to December yet, but it’s important to start talking about tax planning strategies early. Today, we’ll explain why now is the best time to start planning for your taxes and how you can start.