As 2014 comes to a close, ‘tis the season to gather together. For many people, the holidays tend to
represent a time of year that is filled with faith, family, friends
and reflection. When you’re sitting down around festive tables and
celebrating over the next several weeks, remember to take a moment or
two to consider the financial security of you and your
loved ones. Are you taking full advantage of the Tax Code? Is your
retirement distribution plan in order? Will your heirs be taken
care of when you are gone? Have you incorporated
Multi-Generational planning
into your overall plan? Are your documents and
beneficiary designation forms up to date? We are here to help
you with all of your tax and retirement planning needs.
Happy
Holidays From My Family to Yours!
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