Posts Tagged ‘Tax Planning’
Episode #16: Retirement Checklist
Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.
Read MoreEpisode #14: Grandma’s Financial Wisdom
There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom.
Read MoreEpisode #6: Investor Beware
As you search for a financial advisor, you need to beware of certain characteristics. Some traits could raise red flags toward an advisor.
Read MoreEpisode #5: Get Out Of Your Own Way
Are you doing more harm than good to your financial life? If so, listen up. It’s time to get out of your own way.
Read MoreEpisode #3: Mailbag – Weddings, Capturing Gains, Underperforming IRAs
We’ll take your questions on saving for weddings, capturing gains versus saving in taxes, and underperforming IRAs.
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