Judson Gee from JHG Financial Advisors came on the Saturday morning show to share with Kristen about end of the year financial check-up. Gee gave WBTV some tips on how this can be accomplished.
The main talking points Gee went over were the following topics:

  • Maximize tax advantages or retirement accounts because there aren’t many tax deferred or deductible types of accounts available.
  • Start planning early on tuition for children.
  • Estate planning topics of a will or Revocable Living Trust and insurance to protect you and your family.

http://www.wbtv.com/story/26703194/financial-planning-end-of-the-year-financial-checkup-2014

Share This