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Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax...
Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment.
CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax preparations. They cover knowing when to file taxes on your own vs with a professional, along with how consulting with a financial advisor can help you earn credits you might not know you qualify for.
Later, the AMR Team gives insight on tips for what to look for when selecting a financial advisor. Looking for structures that align with your best interest is a good starting point.
