A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Even in a bull market, not every investment will be a winner. With the right tax strategy, a losing investment can have a silver lining.” (Chris Wilbratte)
Articles
Three Questions To Ask Yourself To Retire Happy – Finger Financial Five #106 (Jeremy Finger)
Tax Loss Harvesting (Chris Wilbratte)
Should You Roll Your 401k to an IRA? (Chris Wilbratte)
Don’t Let Taxes Derail Your Retirement Plans (Chris Wilbratte)
The Social Security Balancing Act (Chris Wilbratte)
Financial Decisions When Interest Rates Change (Chris Wilbratte)
Tax Saving Tips for Parents AND Grandparents (Chris Wilbratte)
7 End-Of-Year Tax Planning Tips For 2022 (Cathy Curtis, CFP®)
Will Required Minimum Distributions Affect My Retirement? (Clint Haynes, CFP®)
Podcasts
S4E5: The Insurance Lady Ruth Stroup Answers Your Biggest Questions About Insurance (Cathy Curtis, CFP®)
Videos
The Secret of Midterm Elections and Your Money (Jake Crandall, CFP®)
Make Every Day The Greatest With Ryan Russell | On Our PRST (Justin Castelli, CFP®)