Taxes and Your Long-Term Planning

[fve]https://vimeo.com/207463695[/fve] Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. I just want to talk briefly about short-term versus long-term planning. Typically during tax season, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most cases they talk about how they got a larger refund or at […]

Dickinson Investment Advisors - Council Bluffs, IA
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