Taxes

Dana and Brad discuss recent tax code changes as well as designing your fiscal house.

Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care.

Dana and Brad welcome CPA, Michele Bennett, to discuss the benefits of tax planning for individuals as well as business owners.

Dana and Brad discuss the national debt and how it may affect you.

Dana and Brad discuss ways to reduce your taxes.

Dana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies.

Dana and Brad discuss how to avoid being overwhelmed by taxes as well as how meeting with a retirement planner can benefit you.