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Strategies for 2019

Strategies for 2019
Apr 25, 2019 · 52m

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about what to do now that the 2018 tax season has come to an end. They...

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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about what to do now that the 2018 tax season has come to an end. They will discuss some strategies to help save in 2019. Next, the guys are joined by Attorney Keith McManus, from McManus Estate Planning, to discuss the problems that can arise, when you have one property with multiple owners. Finally in the weekly market report, Matt will discuss the difference between risk capacity and risk analysis.
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Author WBZ-AM
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