Between industry news and personal experience.

It might not seem like it now, but the end of the year will soon be here. Before we ramp up to the holiday season and all of the obligations that come with it, let’s take this downtime to get our year-end tax planning squared away so we can enjoy the time with our friends and family and minimize our 2021 tax bill.

There are hundreds of personal finance books, podcasts, and documentaries available, so many that no one could read, listen, or watch them all.

Jason discusses the benefits of working with a group of advisors.