2019 Year-End Tax Planning Strategies TAX PLANNING STRATEGIES FOR INDIVIDUALS Know your tax rate. This is essential. Knowing your tax rate allows you to plan to take full advantage of a given t
Are you nearing or in retirement? Then you need to know these 4 main rules. Rule No. 1: Wealth is not just a dollar amount. Think of it as 3 different variables: 1) Your necessary spending vs.