My Smart Retirement

We were recently out spending time with some friends over a meal when the fortune cookies came out. As we all cracked them open to see what piece of wisdom awaited us, it got us thinking about financial fortunes. Who’s to say that you can’t take that message of inspiration and apply it to your financial plan, right? So that’s what we decided to do on this episode of the podcast. We’re going to run through a few of the quotes from inside that crunchy cookie and apply them to real-life scenarios that we encounter with clients. Accept something you cannot change and you will feel better. The first thing that immediately comes to mind are taxes. It’s a frustrating topic when you start thinking about how much money you are paying and will have to pay in taxes over your lifetime, but there’s nothing you can do about the laws. What you can do, however, is start taking action to limit your tax obligations in retirement. We do this through a variety of tax planning strategies and it can save you significant amounts th