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Ever wonder what exactly a financial advisor does? In our latest episode, we’re going beyond investments and insurance to look at the big picture of everything we do as advisors.Join us as we pull back the curtain on what we do, how we think about it, and how we help our clients.Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial PlanningLeave us a question! Money can be confusing—but it doesn’t have to be. When yo...
Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.Join us as we look at the what, when and why of Roth conversions.Ready to learn more? Scott Frank on LinkedIn Stone...
Published 11/21/24
Sitting down to do a tax projection can make a huge impact on the amount of taxes you pay – but you have to do it before December 31!Whether you’re expecting next year to be a high- or low-income year, join us as we discuss how a tax projection can help minimize your tax burden.Ready to learn...
Published 10/24/24