Mar 04, 2020
By Zoomer Radio
Libby Znaimer is joined by Mark Halpern, CEO of WEALTHinsurance.com. Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor-Philanthropy.
It’s tax season – a good time to be in planning mode as well. On this show Mark explains that aside from focusing on income, we should also be thinking about how to preserve our assets. He recommends getting professional help to maximize tax and investment efficiencies.
For more essential information and resources for your estate planning, and to get a no-cost personal consultation from Mark Halpern and his team, visit WEALTHinsurance.com