The 2024 Mid-Year Check-Up

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

This episode is packed with both entertaining summer stories and crucial financial advice that you won't want to miss.

Here’s some of what we discuss in this episode:

• Mid-year tax planning is important so what moves should you be considering?
• Make sure wherever you are working, that you understand all of HR benefits.
• How is AI going to potentially change the investing world?

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