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Greg Vojtanek, CFP® Greg Vojtanek, CFP®

Five Year-End Issues To Consider

(3 mins.) There are certain strategies that MUST happen before the end of the year, otherwise you lose out on the advantages. Issues such as 401(k) contributions, charitable giving, Loan Out strategies, tax loss harvesting, and tax bracket maneuvers should be considered before the end of the year.

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Greg Vojtanek, CFP® Greg Vojtanek, CFP®

Personal Business Manager vs. Financial Planner: What are the Differences?

(4 mins.,) The Entertainment Industry has been force-feeding the term “business manager” onto us for too long. Unsuspecting writers and directors assume they need one but don’t really know why. I break down the differences between the two and help you realize that one is not a replacement for the other.

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