by Independent Financial Services | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning
When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will help minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax...
by Independent Financial Services | May 17, 2022 | Retirement Planning
How you manage your resources can make a big difference in how financially confident you are during your retirement years. This includes choosing how and when you withdraw funds from your retirement accounts. The following are some of the things you should not do. ...
by Independent Financial Services | Apr 21, 2022 | Markets & Investing, Retirement Planning
Workers keep the economy functioning for the ultimate benefit of everybody. This is why workers deserve to have their needs taken care of at retirement when they are no longer able to earn an income. One way for a worker to start preparing financially for retirement...
by Independent Financial Services | Apr 14, 2022 | Markets & Investing, Retirement Planning
If your employer offers a defined-benefit plan, otherwise known as a pension, you will be able to start receiving your retirement benefits after you have stopped working. This will help in your goals for your retirement years and assist in maintaining the quality of...
by Independent Financial Services | Mar 31, 2022 | Markets & Investing, Retirement Planning
If you work to make a living you should understand at some point in your life you may no longer be able to work. This can occur as a result of the natural aging process or even with a type of medical issue. While you are still able to work and earn money you will want...
by Independent Financial Services | Mar 24, 2022 | Retirement Planning, Tax Planning
When you eventually retire you want to make sure you are financially secure enough to maintain the quality of life you desire. This means you will need to start making plans to invest to help ensure you have the capital you need during retirement. One option you may...
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