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Tax Planning and Financial Planning
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Cortburg Speaks Retirement - episode #160: Tax Planning and Financial Planning Go Hand in Hand / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management
With tax season coming to an end, it’s the ideal time to use this year's tax return to help update your financial plan.
In this audio podcast episode, Miguel Gonzalez shares some ways to learn more about how your income tax return provides clues for the financial planning steps to take during the upcoming year.
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Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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