New Year's resolutions and stock market already setting 5+ record high closes. What is your investment plan for 2024? What steps have you taken to rebalance your portfolio / lock in your investment capital and some of your 2023 winnings? What will happen if the FED decreases rates in the 2nd half of 2024? Will the magnificant 7 be responsible for 80%+ of the market returns in 2024? Consumers just breached $1.1 Trillion in installment debt. If you are a "do-it yourself" kinda person this is a must listen.

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio, reduce your taxes and protect your estate?

Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: The Logical Plan™

To a prosperous and happy 2024!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k).

Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: The Logical Plan™

To a prosperous and happy 2024!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k).

Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: The Logical Plan™

To a prosperous and happy 2024!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: The Logical Plan™