Give, Save, Spend

As we near the end of 2023, Dave and Ryan offer up some practical tips for finishing your financial year strong. And because they can't help themselves, they shamelessly solicit bribes from local restaurants and discuss the merits of Costco's $1.50 hot dog deal.

Tax and/or legal advice is not offered by Family Financial Partners. Keep in mind, tax rules are constantly changing and there is no guarantee that the current tax landscape will remain the same or that the current tax rules set to expire will not be extended in years ahead.  For specific assistance about Roth conversions and before implementing any strategy, the services of an appropriate financial and tax professional should be sought.  Examples are for illustrative purposes only.

David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.