Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.