Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, join Jake and Cory as they discuss assessing tax returns, using charitable donations to offset your income taxes, and more. Tune in for updates on the newest home-buying puzzle, how a CD can go from a high-yield to a low-yield, where tax refunds are heading for some Americans, and why you may need a financial health day. Jake and Cory finish up by discussing changing values within America.  Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way! To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dive