Posts by FinTrust

Today’s podcast about retirement plans features Donna Rasile, FinTrust’s Senior Vice President, Investment Advisor, with MK Cassidy, also with FinTrust Capital Advisors. Today we’re going to talk about important financial planning items for year end and we’ll hopefully give you a few things to think about adding to your to-do list to ensure your financial affairs are in order as we head into 2023.

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