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Jun 20, 2022

If you’re not yet ready to retire, there’s a way to get a nice tax break by making extra contributions to your IRA or 401(k).  This sounds great if you can afford to make those payments. Hear Kevin discuss  other ideas on tax savings as related to retirement plans and more! 

Call Kevin today for a Tax...


Jun 6, 2022

When we mention the word “annuity,” we’re talking about an insurance contract designed to pay out invested funds in a fixed income stream in the future.  The thing is, not all financial advisors recommend them.  The reasons they often give are excessive fees, inferior rate-of-return potential or...