Your Dollars, Our Sense

Episode 20 - New Year, New Numbers


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With a new year comes new updates in the world of finance. Tax season is right around the corner, and it is important to keep up with new tax laws.

With changes in 401k contribution limits, charitable donations, and even potential tax benefits for purchasing an electric car, co-hosts Coby Cress, CFP® and Karen Reifel, CFP® will help get you up to speed.

Show Notes: 

Electrek


Important Disclosure: The discussions, outlook, and viewpoints featured are not intended to be investment, planning, legal or tax advice and do not consider specific investment objectives or risk tolerance you may have. The opinions expressed in this podcast are subject to change at any time without notice. All investments involve risks, including the loss of principal. Consult your financial professional for guidance specific to your circumstances.  

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Your Dollars, Our SenseBy Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

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