You wouldn’t buy a coat just because it’s on sale if you don’t need a coat would you? How does this apply to tax deductions? This week David Anderson discusses this concept and how it applies to your investments. Some become overwhelmed with the tax liability of each financial decision that they make but it doesn’t have to be that way. We are here to help.

Moneywise is available for free, no-obligation phone + virtual consultations. Partner with a skilled, down-to-earth financial + investment advisory team that will help you make the most of your investor timeline and financial resources.

BE MONEYWISE.

Moneywise Wealth Management | “The Moneywise Guys” podcast

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