Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
Estate Planning
Episode 4: Estate Planning Basics Explained
Estate Planning Basics Explained: Estate planning is essential for safeguarding your legacy, regardless of age or financial status. A well-crafted plan helps minimize taxes, avoid legal complications, and ensures that your assets are distributed according to your wishes. For further insights, tune in to Jill’s podcast with Attorney Heidi McAra. Our podcasts will cover topics …
Tax and Financial Planning
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. Go to our YouTube channel to view this and other interesting topics. https://www.youtube.com/channel/UCykAjA6UqhKLYR1eWgrVaXA Disclosure *Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance …