4. It’s Tax Time. Should You DIY or Hire a Pro with Erica James

Show Notes

Do you dread the time of year when you have to file your taxes? Do you feel overwhelmed about how to file or all of the information you need?  In this episode, Malcolm Ethridge is joined with Erica James, Manager and Client Advisor at SBSB Financial Advisors, and they dive into the conversation about tax … Continue reading Episode 4 – It’s Tax Time. Should You DIY or Hire a Pro? — with Erica James

Disclosures:

The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE

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