Financial Services Medicare PartnershipTax PlanningOur TeamAttend an EventResources Articles & Publications Educational Videos Podcasts Book What’s Your Risk NumberClient Login E Money Website Charles Schwab Login TD Ameritrade Login Fidelity LoginSchedule A Meeting The Fiscal Blue Print with coach Jeff Montgomery Subscribe Aug. 11, 2021 Episode 56: Tax Planning Strategies, Part 3: Donor Advised Funds & Bunching Strategies listen & read more Aug. 5, 2021 Episode 55: Tax Planning Strategies, Part 2: What is a QCD? listen & read more Jul. 28, 2021 Episode 54: Tax Planning Strategies, Part 1: Roth Conversions listen & read more Jul. 21, 2021 Episode 53: Inflation- It’s Not Transitory! listen & read more « Previous 1 … 3 4 5 6 7 … 18 Next » schedule a meeting attend a retirement seminar