11/15/24

$mart Money Minute: Neglecting Tax Efficiency Is Costly

The two things in life that are certain - death and taxes. If you (or your current financial advisor) are not considering how to minimize your taxes with your overall investment planning, you are losing out on life opportunities and financial opportunity. Use this video to become aware of tax minimization and assess your current approach for opportunities.

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$mart Money Minute: Costs of Managing Your Own Money