Did Your Financial Advisor Help You Lower Your Taxes in 2022?

If not, it may be time to switch.

As a financial advisor, my clients entrust me with helping them make key decisions in their financial lives. Some of these choices they have complete control over, such as when they retire, how and where they live in retirement, or how much they donate to charity. While I can provide good counsel and advice on what to evaluate in the decision-making process, they have final say…. Read More