<p>There are major deadlines for tax planning and management at the end of the year. Proactive savers remain aware of these deadlines and take action where necessary or where it will be to their long-term advantage.</p>

There are major deadlines for tax planning and management at the end of the year. Proactive savers remain aware of these deadlines and take action where necessary or where it will be to their long-term advantage.

2021 EP1106 - Cornerstone Retirement ft.Ron Courser - Saving More & Doing More

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

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2021 EP1106 - Cornerstone Retirement ft.Ron Courser - Saving More & Doing More

2021 EP1106 - Cornerstone Retirement ft.Ron Courser - Saving More & Doing More