
All things Gen Z and finance.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 120 | Subscribers | Read | readyieldtomaturity.com |
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This piece might be slightly more abstract than some of my previous pieces. We won’t cover any tax nuances, investments, or even any calculations today.
As most of you may know, I have been focusing a lot of my time on the tax planning front. To me, it is one of the simplest ways to add value for a lot of people we work with.
If you’re like me, you see a solid amount of doom and gloom. It feels like people want to see the stock market fall.
Currently, I am enrolled in the Tax Planning Certified Professional™ (TPCP™) program. For any of my advisor friends that are subscribed here, it has been absolutely incredible. It pairs incredibly well with the CFP® Exam coursework.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
27-year old CFP® writing about all things Gen Z and finance.
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