Podcast

Episode 31: 3 Tax Buckets

 

It is that time of year! It is time for taxes and we want you to consider some things. We are looking at 3 categories and what the money does in each.

Key takeaways:

  • Categories to Consider
  • Macro vs. Micro
  • Benefit the Kids
Local DFW Retirement Advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Complimentary Opportunities:
(Check all that apply)





By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.