We have to accept that the United States is currently in a lot of debt and it may shoot up even further if another stimulus bill gets passed. Right now, we are in a historic low tax environment, but it may not stay that way for long because of our increasing debt as a nation. Steve and Sean talk about some tax-efficient planning that may help you avoid paying a huge tax bill in the future.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Finding The Right Fiduciary
Why Long Term Investing Is Crucial In Difficult Times
Don't Let Emotions Take Control In A Down Market
Creating A Retirement Plan
The Importance Of Liquidity Risk
Coronavirus Update
Rollover IRAs
Inflation Risk
Sequential & Liquidity Risk
Risk Tolerance
End Of Life Preparation
Children And Money
The SECURE Act Passed - Now What?
Financial Procrastination
Emotional Investing
Structuring A Retirement Plan
Investment Vehicles
Millennials & Money
Medicare & Medicaid
Choosing A Fiduciary
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