Season 4 Episode 11
It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in that season, join us for this special edition of Wise Money as we discuss financial planning for millennials with millennials. Special guest Amy Masters, CFP, Lance Ludwig, CFP, and Jake Phelps, Financial Planning Coordinator.
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Tax Tips for Your 2019 Tax Return
A Trick to Withdrawing Your 401(k) Early
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Top Five Tax Tips for Your Side Job
What You Need to Know Before You Prepare Your Taxes
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How the SECURE Act Impacts Your Financial Plan
2019 Investment Review and What to Expect in 2020
Defining Financial Success and How to Achieve It
How to Create the Right Spending Plan
Your Primary Aim | How to Set the Right Financial Goals
Year-End Financial Planning
Transferring Your IRA to an HSA
What to Do When Receiving an Inheritance
5 Things to Do if You Started Late Saving for Retirement
5 Ways Grandparents Can Help Pay for College
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