Are you ready for year-end estate planning? 📝

Listen in with Scott Kleiman, AIF®, (and our featured guest Stock the Pumpkin) as we cover essential year-end estate planning strategies, including wills, trusts, and more.
📉💰 Learn from Chris Tuck, CFP®, as he explains the benefits of tax loss harvesting in bond funds. Maximize your tax efficiency and optimize your investment returns.

Questions? Contact SJK Wealth Management directly to learn more!
Estate planning is more than just drafting documents – it’s securing your legacy. Join Scott Kleiman, AIF®, as he explores the pivotal roles of wills and trusts in your financial future. 

It’s not just about wealth; it’s about peace of mind.
Are you ready to finish the year strong? Tune in as Scott Kleiman, AIF®, shares essential financial planning strategies for the year's end. 

Don't overlook the power of having an emergency fund to weather any storm without relying on the market. Plus, learn why getting out of debt as soon as possible is a game-changer for your financial well-being.
Empower your future with the right Power of Attorney! 

Learn about General vs. Durable POAs with Chris Tuck, CFP®, and ensure your financial affairs are in capable hands.
Understanding trusts: irrevocable vs. revocable 📜✍️

Chris Tuck, CFP®, shares invaluable insights on trust types. Irrevocable trusts offer asset protection, while revocable trusts provide flexibility.
Who’s ready to dive into the world of finance with Scott Kleiman, AIF®? 💼 

Listen in as Scott sheds light on the critical threshold issues you may encounter and how they can impact your financial journey.
Chris Tuck, CFP®, explains why early budgeting is key to a stress-free holiday season. Prepare ahead, avoid financial strain, and make this year's celebrations truly special. 

Tune in for budgeting tips and stay financially savvy, even in the early part of the year.

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...

Season 1: Episode 6 – “Coffee and Charity”

In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...