EMBRACE CHANGE FOR FINANCIAL WELLNESS
What is your standard response to change? Do you resist or embrace life’s transitions? Do you view change as positive, negative, or simply inevitable? I suggest that change is an essential part of life.
Taxes, market volatility and your retirement
When discussing retirement plans with my clients, I always discuss taxes. Taxes can make a huge difference in your income during your retirement years. I believe my clients need to develop retirement strategies that address taxation, while providing sources of supplemental retirement income. Here are some of the specific topics I discuss with my clients.
