Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Second marriages are a trigger event to revisit any existing estate strategies.