2017 Board Stretegic Planning Meeting James Lee, CFP®, CRPC™, AIF® @TrueLivingFNCL

Earlier today I spoke w/ Melissa Lee, Tyler Mathisen & guest host Tilman Fertitta on Power Lunch to break down whether you should prepay your 2018 property taxes before the end of 2017. Got so many questions about it I decided to make this chart to help 😀 #TaxReform

As a thank you for all the RTing! Giving away a custom New Era Cap beanie supporting Levine Children’s to 3️⃣ lucky fans! Just RT to enter! #WPMOYChallenge + olsen #WPMOYChallenge + olsen