TAXES
t’s a fact - we all pay taxes. We are experts in the US tax code and taxes will be the single largest expense in your retirement and without a plan, outliving your savings could be devastating.
Helping tax concerned clients nationwide
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Why do wives die broke? It is important to have both partners there with me in the planning stages, as statistics prove that the wife will outlive her husband by perhaps 5 - 15 years and so it’s important that her financial wellbeing be protected after her husband is gone.
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