ST. LOUIS, MO (KPLR)- Rich Arnold, Vice President and Wealth Management Advisor with First Bank Wealth Management Group joined us to discuss end of year tax planning.
He explained ways to maximize your financial success heading into 2016.
- Find the right financial advisor
- Go Gamma, definition, Gamma concept
- Benefits of Gamma in the following 5 areas:
He also gives advice on total wealth asset allocation, retirement withdrawals, optimization of income streams, tax-efficiency
and liability or goal-driven investing.