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New Year, New You?

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Manage episode 393847057 series 2969875
Content provided by Tim Stearns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Stearns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Planning for the Year(s) Ahead - 2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Tim Stearns, CFP® discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and potential portfolio loose ends, now is a great time to speak with Tim and get your finances and tax planning on course for a more prosperous 2024 and beyond. For more information, contact contact Tim Stearns, CFP® at TjStearns at (800) 640-2256, and visit the website at https://www.tjstearns.com/.

Have an awesome New Year, and us at TjStearns hope for another great year of content for you lovely people and more to come.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 393847057 series 2969875
Content provided by Tim Stearns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Stearns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Planning for the Year(s) Ahead - 2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Tim Stearns, CFP® discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and potential portfolio loose ends, now is a great time to speak with Tim and get your finances and tax planning on course for a more prosperous 2024 and beyond. For more information, contact contact Tim Stearns, CFP® at TjStearns at (800) 640-2256, and visit the website at https://www.tjstearns.com/.

Have an awesome New Year, and us at TjStearns hope for another great year of content for you lovely people and more to come.

  continue reading

100 episodes

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