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Consider This… Radio Show 9/12/2015

Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos.  

  1. What to look for when reading your tax return.
  2. Why investment statements look different based on the type of account.
  3. Should you refinance your house?
  4. Things to consider when deciding if you should surrender an annuity or life insurance policy. 

 

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

1-800-928-4001

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"Next Steps" Meeting

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Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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