In this episode of the Top Gun Retirement Show, Alan discusses essential end-of-year financial planning strategies.  He covers the importance of preparing for unexpected layoffs, the significance of having an emergency fund, and the benefits of tax optimization, particularly through Roth conversions.  Alan also delves into caregiving and estate planning, emphasizing the need for proper documentation to ease family burdens during crises.  Finally, he addresses debt management, highlighting strategies to reduce debt while maintaining financial health.

Reach Alan at 800-779-3319.

Top Gun Financial Planning

www.alankifer.com

 

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