A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Lifestyle considerations in creating your retirement portfolio.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.