May 11, 2021
True or false: Chocolate milk comes from brown cows. Even if you’ve never set foot on a farm, you should know that’s false … but it’s a myth that 16-million Americans believe! So, you can imagine the kinds of myths people believe about retirement. For example – Fidelity found that more than a third of American couples believe $100,000 will be enough to cover their healthcare costs throughout the course of their retirement. The real cost is three-times that amount! How do we make sure we can afford that – along with the costs of any long-term care we might need?,
When we were first starting out, many of us did our own tax returns – maybe with a little help from Mom or Dad. But as we grew older, our taxes became more complicated, and we hired a professional to do it. And now we’ve reached a point where we realize we need to take the next step and have a tax strategy. Hear how Kevin can help you create a tax strategy and save you form Uncle Sam!