Tag: financial planner
My RMDs will be $100,000 or more. What can I do now to lower my taxable income — before it’s too late?
I am a widow of about four years. I will turn 70 in 2025....
I’m a Retirement Planner: 1 Money Move I Recommend to My High-Net Worth Clients That You Can Use, Too
What sets high-net-worth individuals apart when planning for retirement? It’s not fancy investments or exclusive...