Monday Jan 29, 2024

Concentrated Stock Positions with Matt Benson

We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.

Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments!

You can learn more about Matt at SonmoreFinancial.com, Facebook, YouTube, X, and LinkedIn.

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