Business
Tax Diversification is an important thing to think about as we close in on the end of 2019.Tax Diversification is really a 3-point triangle - Amy explains how this analogy works.In our first episode, we also cover the approach and importance of tax diversification, including some common misconceptions.There are some common pitfalls associated with tax-free vehicles.Finally, Jon and Amy ask the proverbial question: "Should everyone have each type of investment?"Links:Thimbleberry Financial WebsiteEmail Thimbleberry FinancialCall Thimbleberry Financial at 503-610-6510