Judson Gee from JHG Financial Advisors came on the Saturday morning show to share with Kristen about end of the year financial check-up. Gee gave WBTV some tips on how this can be accomplished.
The main talking points Gee went over were the following topics:
- Maximize tax advantages or retirement accounts because there aren’t many tax deferred or deductible types of accounts available.
- Start planning early on tuition for children.
- Estate planning topics of a will or Revocable Living Trust and insurance to protect you and your family.