We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.       

Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments!

You can learn more about Matt at SonmoreFinancial.com, Facebook, YouTube, X, and LinkedIn.

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