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Tag: mutual funds

How to save on taxes in retirement

Is It Possible to Save on Taxes in Retirement?

Is it possible to save on taxes in retirement? Yes, with non-qualified assets. Review this case study to see how.

Financial advisor Orlando, fl

How to Set Financial Goals

When setting goals for the new year, don’t overlook your financial goals. Making sure you have a solid understanding of what investing means will help when making your plans.