Today we are joined by a special guest, Taylor Haley, who has been conducting an annual financial summit with his family for years. Each family member spends time sharing updates on their finances, their goals, and what the next year entails both personally and financially. Click the links above to learn more about the annual Haley Financial Summit.
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This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.