Dec 30, 2020
So many people have lost income in 2020 due to the pandemic. Depending on what industry you’re in, this might have been a really bad year or a better financial year than usual. Investing consultant Tim Steffan tells Morningstar to look at this as a potential opportunity. What opportunities do you have right now that you might not otherwise? What tax strategies are there to look at?
Read more and get additional financial resources here: https://financialplanningva.com/optimism-for-the-future/
What we discuss on this show:
0:16 - The pandemic has caused a lot of people to lose income. What opportunities are available?
2:56 - Brian breaks down what a tax strategy could look like.
5:24 - What kind of tax advice does Brian’s team offer?
6:40 - Why do we all need a tax and estate plan?