The fourth quarter is here and it’s time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later. What should go on your year-end checklist to help you prepare for 2024?
Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
