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Tax-Optimized Financial Planning with Joanne Burke Thumbnail

Tax-Optimized Financial Planning with Joanne Burke

In this episode, Joanne and Chris discuss: 1. Why Financial Advisors Should Master Tax Planning 2. More to Family, Less to Uncle Sam 3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business 4. The Key to Building Long-Term Client Relationships in Finance

Why Women Need to Plan for Long-Term Care Thumbnail

Why Women Need to Plan for Long-Term Care

Did you know women are expected to live longer than men? Too many women are stuck with the unexpected expenses of long-term care later in life, instead of preparing for it while there’s still plenty of options, resources and time ahead.