Taxes and Financial Wellness

Tax season can be stressful but when finances are managed properly, it doesn’t have to be a headache. On this episode of Leading the Way at Leonard’s, hosts Dwayne Knepper and Ken Johnson have an in-depth conversation with Greg Miller and Sam Irvine from Davie Kaplan, a Rochester, New York-based accounting and financial services firm. Miller and Irvine share advice on how to plan for tax season, how to handle the current turmoil in the financial markets, and what it might mean for people’s savings and investment plans. Also, Ken Johnson shares details about a new webinar series that Leonard’s Express is hosting to help employees understand, manage and create their financial goals.