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...
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Additional Online Resources

The Scary Thing About Getting Married…

The Scary Thing About Getting Married…

In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.

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