Ep. 19 2013 Tax Law Changes

Frank and Steven Reed CPA at Cowan and Gunteski, discusses some of the detail pertaining to The American Tax Payer Relief Act of 2012. Click here to listen to Podcast

Ep. 18 Financial Organization

Week 3 of Financial Wellness Month, Frank and Dave discuss financial organization and how to avoid financial disorganization. Click here to listen to Podcast

Ep. 17 Goal Setting

Week 2 of Financial Wellness Month, this week Frank and Jaquelyn Wieland, Solutions Provided, discuss goal setting and how it pertains to financial wellness. Click here to listen to Podcast

Ep. 16 Intro in Financial Wellness Month

January is Financial Wellness Month and Frank has brought David Suckey, execVP with C&A Financial Group, in to discuss financial wellness. Click here to listen to Podcast

Interview Disclaimer:

The views and opinions expressed in the interviews are solely of the individuals and are not the views of The Institute of Responsible Wealth, C&A Financial Group, its parent affiliate, resources, or subsidiary companies. The following show is for informational purposes only. Individual situations vary and the information should be relied upon only when coordinated with individual professional advice.

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Institute of Responsible Wealth

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© 2018 by Institute of Responsible Wealth

The Institute of Responsible Wealth is an educational division of C&A Financial Group, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC.  PAS is a wholly-owned subsidiary of Guardian. The Institute of Responsible Wealth and C&A Financial Group are not affiliates or subsidiaries of PAS or Guardian.  

C & A Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Rt. 34 South Wall, NJ 07719. (732) 528-4800 PAS is a wholly-owned subsidiary of Guardian. C & A Financial is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 

2018-64502 Exp. 09/20