Unfortunately, many people think having a Living Will is all they need when it comes to estate planning...Which often leads to issues upon your death. Listen in as Cody Meeks, Vice President of Financial Integrity discusses the importance of ALL areas of retirement planning.
Unfortunately, we have recently worked with a family that received poor financial advice. Unwinding bad decisions can be difficult. Listen in as Cody Meeks and David Martin walk you through things to pay attention to when making financial decisions
In this episode of The Retirement Journey, Cody Meeks sits down with you and explains line by line what your tax return means and highlights some potential areas where you could reduce the amount of taxes owed.
Listen in as we discuss how the new tax laws may no longer provide you with financial benefits by donating to charitable organizations. During this podcast, we provide information regarding the benefits and limitations of the new standard deduction and the most effective/tax efficient ways to still donate to organizations you are passionate about