Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Three important factors when it comes to your financial life.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.