Archive for May 2016

Importance of Having a Tax Review

Tax returns provide a tremendous amount of information about your financial situation, giving you the chance to identify future planning opportunities. Often times, we find that most people complete their tax return and simply file it away. Do you ever wonder if you could be doing something different to legally reduce your tax burden now and in the future?…

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Does Your Portfolio Need CPR?

The financial decisions you make now are reflective of your financial success in the future. Achieving financial security in retirement starts with making smart choices. And I believe making smart choices begins with a Complete Plan Review (CPR), where you start by learning the questions to ask, and the problems to solve, before you move forward and make those important…

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