Phil's Tax Hacks
What Financial Advisors Wish Every Investor Knew (Part 1)
November 07, 2024
Imagine you could read your financial advisors mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning.H
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and
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