Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income...
Consider This Program with Joe Clark, CFP and Brett Spangler, CPA. In this segment we will cover: There are preferential items in the hunt for income. Qualified dividends and long-term capital gains are two of them. Neither matter in IRA’s but both matter in your...