Maximizing Your Financial Spring Cleaning with Nicole Strbich: Fiduciary Voices #FinLit Series4/5/2024
Nicole emphasizes the importance of assessing tax returns and seizing opportunities for optimization, whether adjusting withholdings, leveraging tax-advantaged accounts, or strategizing for future tax changes. For business owners, Nicole underscores the significance of proactive tax planning throughout the year, anticipating legislative changes and aligning financial goals with tax-efficient strategies, to mitigate stress during tax season. She also highlights the value of guidance from fiduciary advisors to navigate these complex financial landscapes effectively.
James Bogart, CFP®, ChFC® of Bogart Wealth - Fiduciary Voices Roundtable #1: Exit Interview4/3/2024
We gathered together for a sumptuous meal the night before -- BBQ, of course, since it was Kansas City, after all -- enjoying light conversation and getting to know each other on a more personal level before meeting up the next day for our formal roundtable discussion.
How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturn5/4/2020
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