Don’t Assume Your Financial Advisor Does Tax Planning: Work with a financial adviser who, in addition to your investments, will help you with Social Security, Medicare, estate planning, insurance and long-term care… and tax planning! Featuring Robert Klein, CPA from the Retirement Income Center. For more finStream videos featuring Robert Klein, please click on this link: https://www.finstream.tv/featured/robert-klein/
Featuring: Robert Klein
Categories: Financial Planning