Time to Rebalance Your Portfolio, but NOT without the Compass!

from The Retirement Compass · host Jeff Gove & Tim Kulhanek

2025 is the time to rebalance your portfolio on the way to retirement, but not without the team at Stonebridge.  And according to Jeff Gove, don't rebalance too often, lest ye rack up some extra fees!  Tim Kulhanek reveals an important tax strategy in your charitable giving for the 2024 tax filing and 2025.  Share this with all your friends.  Call 866-295-5146 to book a free sit-down with the team.  Or click Stonebridge here.See omnystudio.com/listener for privacy information.

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This episode was published on December 23, 2024.

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