The silver lining to this down market is that you can make use of it to save some money on tax. There are some other tax saving techniques you can use every year. We outline some of the top ideas in this episode. Whatever opportunities you might be able to take advantage of, you just need to act before the end of December.
Our guest unexpectedly became a widower in his 20’s. And, even though he was a financial advisor, he discovered that not thinking it through left him overwhelmed.
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