Two heads are better than one, especially when tackling an important, life altering situation such as retirement. When spouses or partners are both approaching retirement together, planning requires that both parties are involved in the decision making process, and...
Why a ROTH IRA? When you get a deduction for a contribution to an IRA – that is a benefit. The benefit is a reduction in income. When you receive this deduction, the tax has been deferred and becomes taxable when it is distributed later. Contributions to a ROTH...
Two financial reports are a must throughout life, but are critical at and during retirement. They are the Net Worth and Income Statements which give you information about your financial health. As we age, our health changes and so does our financial health. We take...
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