How does your ideal retirement differ from reality, and what can we do to better align the two?
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”