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3 Financial Strategies You and Your Advisor Should Consider Before December 31st
Manage episode 448854767 series 1212530
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.
On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st.
244 episodes
Manage episode 448854767 series 1212530
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.
On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st.
244 episodes
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