December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”

Debbie offers advice on ways to diversify your portfolio. Start the new year right! For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a compreh …

October 7, 2019: Wealth Matters: “6 Ways to Make College More Affordable”

Today we have with us guest Paula Bishop! She is a CPA and Financial Aid for College Advisor. Her expertise is working with families to develop strategies on how to pay for college, and to find the best college for their student at the lowest cost to the family. She has been a practicing CP …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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