Now that the first 100 days of President Biden is in the books, what needs to be on your radar in terms of financial planning? Chris shares his thoughts on some key policy proposals and what it could mean to clients.
Chris recently helped a couple alleviate their tax burden. Find out how, and make sure you don't overpay in taxes.
Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the five steps you can take to achieving a tax-free retirement.
Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.