Inflation & Retirement; Audit Triggers; Client Mailbag
CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. After, Chris and Scott are joined...
CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period.
After, Chris and Scott are joined by Mike Perna, CFP®, an Investment Advisor Representative at AMR. He discusses things that trigger audits, and shares tips on how to avoid making typical mistakes during tax time.
Later, AMR's Marketing Director, Cathi Ingersoll, joins the team and unpacks client questions that came through the mailbag.
