Tax Planning: Things You Could Do a Little Differently for Your Savings

Planning, or should I say lack thereof, can COST YOU Big! This is especially true for tax planning. So what is it costing you?! For many, there are so many possibilities for savings just by doing things a little differently.

From Individual/Joint, Estate, to Business Tax Planning, Danny covers the biggest, material points (and makes it entertaining).

After listening, if you have any questions at all, call us at 855-REAL-WEALTH and we would be happy to help provide your options.

Of course we cover the current market conditions in depth, and in fact, take a very deep dive with Portfolio Manager Don Vandenbord.

Speaking of Don, don’t forget to sign up for our next Lunch & Learn Live Market Webinar with every other Wednesday at noon ET.  Just email for details, or for a copy of his most recent video.

As always, if you want a topic discussed on the show, have questions, or simply want a complimentary portfolio review, you can contact any of us via email:, or