There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency in retirement income planning. My first reaction: “Ah,
‘Tis the season of predictions for the new year. From where the S&P will end up to who will win an Oscar, everyone has something to say. Predicting the future
Last week I had the opportunity to give three presentations about what I do and how I do it. I’ve been practicing this explanation as if I were trying to
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