ALBUQUERQUE (KRQE) – A local advisory group has three tips for a financially stress free spring.
Oakmont Advisory Group, LLC, an independent registered investment advisory group, aims to help with retirement by meeting the individual financial planning and retirement needs of their clients.
David Hicks and Ralph Hicks joined KRQE’s This Morning Team to discuss how to be stress free this spring. Watch above.
The first tip is to file your tax returns. For those who aren’t quite ready, they advise to file for an extension.
Next is to start planning for retirement. Lastly, shredding old tax documents.
Oakmont Advisory Group is hosting a Shredding Day on Friday, April 15 from 4pm to 7pm at Paseo Del Norte and Eagle Ranch. This is free to the public.
For more information, visit their website.