PHOENIX (3TV/CBS 5) — The end of the year is quickly approaching, and before you ring in 2023, there may be some money moves you may want to consider.
So on this episode, Stewart Willis from Asset Preservation Wealth & Tax to discuss some things that we can do right now to maximize next year’s dividends. We’ll talk about balancing your portfolio, how to plan for taxes, and how to maximize your retirement savings.
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