We all know we need to file our taxes every year, even though it can be overwhelming and complicated. But you say there’s a more proactive approach pre-retirees should take. Financial Advisor Allen Costellow explains the difference between getting our taxes prepared and tax planning, so tune it!

We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So, give Allen and his team a call to see where your portfolio stands during any market changes, 270-201-7080.

Catch us on our local radio show!
Talk 104.1 and 930AM Bowling Green
Wednesdays and Fridays at 8:30 A.M.