Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.