Minimize the amount of taxes you pay
​for in retirement
How much in taxes do you want to pay in retirement? If you own any qualified accounts such as 401(k)s or IRAs, you are already heading toward a substantial tax bill coming due once you start using those retirement accounts for income.
Tax Free Retirement
​We believe the best approach for retirement is to create an account that is protected from market volatility and is a tax-free account.
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Life Insurance Review
​It's best to review your existing life insurance policy every 3-5 years due to life changes and/or enhanced benefits.
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Increase Social Security Benefit
The biggest effect you can have on your Social Security benefit is selecting the optimal time you claim.
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The Cost of Waiting
There are many costly, negative effects you may receive just by waiting one year on purchasing a certain financial vehicle.​
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