With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
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The Road to a Tax-Savvy Retirement
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The Road to a Tax-Savvy Retirement
If you are in or near retirement, you already know that planning for financial security can be hard. But did you know that taxes could potentially decimate all your hard work? In our live webinar for adults aged 55 and older, you will learn:
- What the rising US National Debt can mean for your retirement
- Strategies designed to shield your hard-earned money from rising tax rates
- A little-known “Roth secret” that can potentially create tax-free income for your family
- And much more...
Register here
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Additional Online Resources
Let’s Talk About Living with Student Loans
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Spring Document Cleaning
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
To Exercise or Not to Exercise: What to Do When You Have Options in a Private Company
If you’ve been granted options in a private company, you may be asking yourself, “Is the potential reward of exercising my options worth the risk?”
