Preview Mode Links will not work in preview mode

Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Aug 14, 2019

In the second hour, the team at AMR kicks off discussing tax deferment & tax harvesting. Brian shares his strategies during the market volatility from last week & how important asset allocation is in a portfolio.  Later in the hour, Susan Loucks, Exec. Dir. of Neighborhood Falmouth joins them in the studio.  She shares the history, aging in place, the "Village Movement" & what their greatest needs are.  Interested in volunteering, www.neighborhoodfalmouth.org. #taxharvesting #assetallocation #villagemovement #volunteering #aginginplace