For some of us, tax planning and wealth management seems overwhelming, so we ignore it. In this episode, Wadelene Charles explains how to decrease tax liability, keep your money in your pocket, and develop a safety net. Additionally, she shares how different life insurance policies play a huge role in our portfolio.
Ignoring your financial situation only delays improvement. Seek professional help and educate yourself on how to maximize your situation. There are credits for saving for retirement, the IRS wants you to do this.
