A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“This month, I was a panelist for a year-end tax planning webinar for financial advisors at myStockOptions.com. We discussed year-end tax planning strategies for tech professionals. Below are some of the points I shared that you may find useful.” (Rebecca Jackson Connor, CFP®)
Articles
Year End Tax Planning for Stock (Rebecca Jackson Connor, CFP®)
What is Roth Conversion? And Does it Apply to You in 2022? (Nick Covyeau, CFP®)
What to do Now to Guard Against Rising Inflation (Chris Wilbratte)
5 Holiday Shopping Tips to Control Spending (Marc Bautis)
How Can Health Savings Accounts Be A Powerful Tool For Retirement Planning? – Finger Financial Five #111 (Jeremy Finger)
Podcasts
Episode 133 – How to Blast Away Debt in Record Time With Adam Carroll (Agent of Wealth Podcast with Marc Bautis)
