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Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations, and they give a glimpse at tax law changes on the horizon.
Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap.
If the mortgage process feels overwhelming, you’re not alone. Wealth Advisor Kristina Schnuckel and Loan Officer Ben Revak join Money Sense to simplify rates,...