Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Net Unrealized Appreciation and how it affects tax responsibilities.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.