This weeks show features Jeff Motske and Cary Boring from Trilogy Financial Services and is a fantastic breakdown of financial and tax strategies for the end of 2014!

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Questions discussed in show:

• How often should you review your portfolio?
• How much gifting can you do to family without anyone having to pay taxes?
• Why do we hear so much about investors converting to a Roth IRA before the end of the year? What’s the advantage?
• What type of restrictions are on 401k contributions?
• When it comes to investments like mutual funds, what types of things do you have to be aware of towards the end of the year?
• How are the new requirements in healthcare affecting financial planning as the new year approaches?
• How do you evaluate when someone should take social security?
• What should someone’s investment portfolio look like at the time of retirement? What type of assets and how much wealth do they really need?