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Life Purpose

Whatever you want in life, other people are going to want it too. Believe in yourself enough to accept the idea that you have an equal right to it. Diane Sawyer

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DAC 2016: Mastering Retirement Income Layering Critical to Your Value Proposition

There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.)  Good thing there’s the new way:  retirement income averaging and layering.

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Advanced Tax Knowledge Needed for Year End Planning Opportunities

Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.

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