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Why End-of-Year Planning Can't Wait

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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This week, George Politarhos delves into the intricacies of retirement planning, emphasizing the importance of preparing for both the expected and unexpected. The discussion covers the necessity of emergency funds, the urgency of end-of-year planning, and the significance of tax strategies. Additionally, it highlights the importance of generational wealth transfer and how to effectively prepare for it.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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  1. Family First Retirement

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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