This April, we celebrated financial literacy month along with the end of tax season with a themed cocktail. We talked about all things taxes including how to grow your money on a tax-free basis, investing in tax-sheltered accounts and managing capital gains and losses. We also discussed the most up-to-date tax laws, and tips and tricks to maximize your return. Watch the recap below:
Reach out to us at info@findec.com or call (209) 951.8956 and we’ll help you make an informed decision about what to do next.