Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year.

Wealth Matters with Debra Taylor

10 Year End Finance and Tax Tips

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Wealth Matters with Debra Taylor