Understanding Tax Consequences on Retirement Accounts
Tax consequences are one reason retirement planning can be so difficult, leaving many people confused about which accounts best fit their needs.
Read MoreMonth: February 2022
Episode 5: Mailbag – Company Stock, Retiring Early, and More
We are opening up the mailbag today to answer some listener questions. A lot of questions come up during the financial planning and retirement planning process and we want to help you sort through them.
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Episode 4: 22 Money Moves For 2022
What can you do now to be in better financial shape at the end of the year?
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Episode 3: Finding the Right Advisor
How do you start the search for an advisor? What are some signs they are the right fit? On today’s episode, we’ll discuss what finding the right advisor looks like.
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Episode 2: Our Financial Planning Process
What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?
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The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Csenge Advisory Group, LLC, an SEC Registered Investment Advisor.
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