Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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When you retire, how will you treat your next chapter?
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Time and market performance may subtly and slowly imbalance your portfolio.