By Robert Shapiro CPA, Financial Advisor, Branch Manager - RJFS We know the expression, do not put all your eggs in one basket. My holistic approach to allocation is ...
Tag: Tax Management
FINANCIAL FORUM: It Matters Not Only What You Earn But What You Keep
By Robert Shapiro CPA, Financial Advisor, Branch Manager – RJFS An integral part of a well-designed financial plan is tax management. Each tax season investors look back at the ...