It’s crazy, but we are at the end of the year. When you think back at the resolutions you made at the beginning of the year, how many did you accomplish? What are your 2020 resolutions? In this podcast, we cover a few financial planning items that should be on your 2020 list: Retirement funding, education funding, wills, trusts, insurance, beneficiaries, insurance and others.
As a partner, I have thorough experience providing tax services to individuals, privately held businesses, nonprofit entities and estates and trusts. I also provide compilation and review services.
