End of Year Tax Moves – and Merry Christmas!

I discuss feedback from a few investment field trips I took recently and thoughts on what you can Still Do to reduce your 2023 taxes. One week isn’t much, but it is enough – reach out to me if you’re a client and interested in help. Gratitude is the...

Agency through Smart End of Year Tax Moves

In this episode I discuss the actions you need to take in these last few weeks of the year if you want to prevent loss of your Agency through unnecessary tax payments. I give resources you can review to grow your financial Knowledge which brings Control over your...