Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.