Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about the importance of conducting a year-end financial checkup and review. Bruce explains tax loss harvesting and shares a little known way to make a charitable contribution without paying taxes on the money donated. Each year at this time, families gather in person and many realize the need to provide care for an aging loved one. Steve explains the care options available, their associated costs, and offers a FREE Home Care Provider Screening Tool. Steve also reviews the cyclical and seasonal demand for senior care and shares the two driving factors causing peak demand every January and February. #SeniorCare #SeniorCareLive #SeniorCareConsulting
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