An effective tax strategy to minimize the taxes you pay is a critical component to anyone’s overall financial plan.
Have You Heard From Your Financial Advisor Lately
If you're like most people within 5-7 years of retirement, you're concerned about having your life's savings eaten away by everything from stock market downturns to inflation to increasing taxes. Every day, I get questions from concerned business owners, entrepreneurs, and investors just like you. These are often people with asset portfolios decimated by market [...]