• 3 Financial Strategies You and Your Advisor Should Consider Before December 31st

  • 2024/11/06
  • 再生時間： 38 分
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3 Financial Strategies You and Your Advisor Should Consider Before December 31st

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  • 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.

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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.

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