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April Chart Talk: Americans foot the bill for government operations, but how do their taxes affect a higher quality of life in terms of better schools, hospitals, water quality, roads, and bridges?
March Chart Talk: This month’s array of visual data shows how credit scores align with political candidates, where people turn for Social Security advice, how banks have consolidated, and much more.
February Chart Talk: See the visuals on the benefits of diversification, recessions and their causes, economic indicators to calm clients, and much more in this month’s charts.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024