When To Update Your Estate Plan And End Of Year Tax Strategies
This week, SHP Co-founder, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about how we consume information. There are so many different options these days to obtain it, and they will discuss some of the ways this could affect how you think about your retirement. Next, Matt and Keith will welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss when you should be making changes and updating your estate plan. Finally, in the weekly market report, the guys will discuss tax strategies you should be thinking about as we approach the end of the year. Also if you haven’t already done so, make sure to download the SHP Retirement Road Map audio book, by texting shpbook to 21000.