What is a Financial Plan? (Facebook Live, May 26 2021)

Video from Facebook live stream from the Facebook group, "Taxes in Retirement," from May 26 2021. Discussion and live demonstration of an interactive financial plan and its output

To join Taxes in Retirement -   / taxesinretirement  

#FinancialPlanning #Retirement​​​​​​​ #RetirementPlanning​​​​

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.