Cash Flow Matters: How Spending Habits Influence Retirement Prospects for Baby Boomers People are living longer. That means people are now spending more time in their retirement years than previous generations. This necessitates a careful evaluation of spending habits to make the money last, and nowhere is this more critical than among the Baby Boomer’s. […]
Robust tax planning is one of the most valuable pieces of a complete financial plan. What should your tax plan include?
As the holiday season approaches so does another (less exciting) season. That’s right, tax season! Good news is, if you’re reading this now you haven’t missed out on opportunities that disappear at year end to maximize tax savings and reduce your overall bill. Here are 5 end of the year tax tips you don’t want […]
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