Social Security: When Should I Take Benefits?
Taking Social Security benefits is a very customized and personalized decision that requires analysis...
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Bitcoin ETFs
Learn about Bitcoin ETFs...
Roth IRA & 401k
We LOVE Roth!!! Such a great tax smart investing vehicle. We investigate how the Roth works and what it can earn over decades of investing. This episode has something in it for everyone, especially investors who want tax free growth!
Why We Do Taxes
Learn about how and why clients benefit from tax planning and preparation in the context of financial planning.