Ep. 61 End of Year Planning

07/12/2013 17 min
Ep. 61 End of Year Planning

Listen "Ep. 61 End of Year Planning"

Episode Synopsis

Frank and David discuss end of the year planning of your finances. Some of the details of this topic include: Flexible spending accounts, HSAs, health deductibles, budgeting, dental plan limits, investment account re-balancing, tax issues, 401k plan matching contributions.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube