Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.