We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Year-End Retirement Tax Checklist

Radon and Murs discuss a comprehensive year end tax checklist designed specifically for those in or nearing retirement. As the calendar winds down, it’s easy to overlook critical financial decisions that can significantly impact your retirement income tax and long-term retirement planning. This conversation walks through the most important year end financial checklist items to help you avoid costly mistakes, missed deadlines, and unnecessary taxes as you plan for retirement….  

Year-End Retirement Tax Checklist

As the calendar year winds down, many people find themselves asking the same questions: Did I remember to do everything I was supposed to do financially? Did I miss any important tax deadlines? Is my retirement plan still on track? That’s exactly why a Year-End Retirement Tax Checklist is so important. The final weeks of the year present unique opportunities—and serious risks—when it comes to retirement income tax, long-term planning, and protecting your wealth. …