Listen to past radio shows with Julianne Lepo on the Car Connection Business Network Program featured on WDCX Radio, 99.5 FM.
Personal Financial Management
March 24, 2018
The Grey Phenomenon
January 20, 2018
**The performance discussed in this audio is historical and there is no guarantee of future results.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Tips For Slaying The “Debt Dragon”
November 25, 2017
Personal Financial Management Part 1
October 21, 2017
Personal Financial Management Part 2
October 28, 2017
5 Common Questions
July 15, 2017
Don’t Wait Plan Now
July 8, 2017
Turning Tides Financial Specialty Services
June 17, 2017
Preparing for Tax Season
February 11, 2017
Be Educated During Divorce
January 21, 2017
Faced with Divorce, Financial Strategies You Need to know
March 4, 2017
Turning Tides Financial & The Car Connection
Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Silver Grove Advisory Services, a registered investment advisor.
Turning Tides Financial LLC and Silver Grove Advisory Services are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Performance discussed in these recordings is historical and there is no guarantee of future results. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Prior to investing in a 529 Plan, investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
