Do you want to avoid overpaying taxes when you retire? Safe money products could be the solution.
Nearly every American understands that taxes are one of their most significant expenses. Wealth planners regard taxes and inflation as the two most erosive forces impacting savings. Tax planning strategies are critical components of sound retirement planning, even for those in mid-to-low income brackets.
The Tax Cuts and Jobs Act will affect your finances now and in the future. Is there anything you can do about it?
The first major overhaul of the US tax code in more than 30 years, the Tax Cuts and Jobs Act (TCJA), took effect in 2018 and is expected to significantly impact all American taxpayers through 2025. At nearly 200 pages, the Act substantively changes the tax code for both institutions and individuals, aiming to cut corporate, individual, and estate tax rates.
Are you making one of these 8 common annuity mistakes?
If you’re a senior considering purchasing an annuity, congratulations! An annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years.
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It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.