Discovering Responsible Wealth

Ep. 61 End of Year Planning

Informações:

Synopsis

Frank and David discuss end of the year planning of your finances. Some of the details of this topic include: Flexible spending accounts, HSAs, health deductibles, budgeting, dental plan limits, investment account re-balancing, tax issues, 401k plan matching contributions.To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube