Recent Posts

audio 41:48 002: Investing with Emotion

002: Investing with Emotion

Great real world examples of why you shouldn’t let emotion get in the way of good decision making.

Posted by Patti Brennan, 12/23/2018 10:31 PM

audio 34:11 001: Year End Tax Planning Tips

001: Year End Tax Planning Tips

In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA’s, Tax Loss Harvesting, QCD’s, 529 Contributions, Roth Conversions and much more.

Posted by Patti Brennan, 12/07/2018 02:34 PM