Show notes
Tune in for an informal conversation with Marc and Marion as they share perspectives on preparing for the end of the year. You can count on them to deliver "Financial Advice in a Language You Can Understand®." This week they discuss the state of the economy, charitable planning ideas, tax savings tips, and why you shouldn't be stressing out over the gifts you still haven't purchased. That's a lot of information in 15 minutes - but they seem to squeeze in a bunch of really interesting stuff.
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DISCLOSURES:
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
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Dollars & Sense podcast now streaming on:
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Apple Podcasts, previously known as iTunes
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