Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently.
We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.
Within your financial plan, do you also have a tax plan? What about an estate plan? Do you really need those? Let's talk about what you need to do to build optimism for the future.
The idea of being a millionaire carries a bit of appeal. But in reality, how long does a million dollars last in retirement?
The Principle: Anything you should keep in mind as the year comes to a close? How will taxes impact your... View Article
