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Your Life Simplified
5 Financial Decisions That Could Haunt You
October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky season spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.
As you prepare to file 2023 taxes and proactively plan for 2024, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2023 tax filing reminders and 2024 tax facts, such as capital gains tax rates. To learn more, download our tax guide.
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